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 | $497,998 | $167,484+197.3% | $151,611+228.5% | $134,475+270.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.02% | 7.80%-15.8pp | 3.33%-11.4pp | 417.96%-426.0pp |
| Employer contribution / active EE | $23,804 | $6,829+248.6% | $6,166+286.0% | $4,740+402.2% |
| Participant deferral / active EE | $16,288 | $8,986+81.3% | $8,363+94.7% | $6,400+154.5% |
| Admin fee / account holder | $680 | $13,783-95.1% | $11,616-94.1% | $11,426-94.1% |