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 | $449,361 | $167,484+168.3% | $151,611+196.4% | $134,475+234.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.90% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $16,353 | $6,829+139.5% | $6,166+165.2% | $4,740+245.0% |
| Participant deferral / active EE | $13,481 | $8,986+50.0% | $8,363+61.2% | $6,400+110.6% |
| Admin fee / account holder | $67,859 | $13,783+392.3% | $11,616+484.2% | $11,426+493.9% |