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 | $416,747 | $77,813+435.6% | $123,544+237.3% | $64,186+549.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.58% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,822 | $3,014+60.0% | $4,628+4.2% | $2,381+102.5% |
| Participant deferral / active EE | $5,555 | $5,240+6.0% | $6,426-13.6% | $3,470+60.1% |
| Admin fee / account holder | $10,763 | $5,519+95.0% | $9,284+15.9% | $4,888+120.2% |