See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $750,528 | $105,860+609.0% | $90,749+727.0% | $134,475+458.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.56% | -11.01%-6.6pp | -12.16%-5.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,250 | $3,462-63.9% | $2,921-57.2% | $4,740-73.6% |
| Participant deferral / active EE | $16,419 | $5,216+214.8% | $4,564+259.8% | $6,400+156.6% |
| Admin fee / account holder | $5,608 | $13,938-59.8% | $8,445-33.6% | $11,426-50.9% |