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 | $484,426 | $82,664+486.0% | $125,339+286.5% | $68,494+607.2% |
| Participation rate | 98.6% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | 4.15% | -5.97%+10.1pp | 572.05%-567.9pp | -7.84%+12.0pp |
| Employer contribution / active EE | $17,438 | $3,381+415.8% | $4,814+262.3% | $2,596+571.6% |
| Participant deferral / active EE | $10,232 | $6,110+67.5% | $7,446+37.4% | $4,027+154.1% |
| Admin fee / account holder | $20,844 | $6,275+232.2% | $10,010+108.2% | $5,403+285.8% |