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 | $582,990 | $211,958+175.0% | $169,463+244.0% | $135,375+330.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.66% | 3.26%-10.9pp | 1.83%-9.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $36,500 | $5,120+612.9% | $4,159+777.6% | $4,779+663.8% |
| Participant deferral / active EE | $21,500 | $6,075+253.9% | $5,277+307.5% | $5,609+283.3% |
| Admin fee / account holder | $5,137 | $11,471-55.2% | $9,109-43.6% | $10,827-52.6% |