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 | $463,591 | $77,813+495.8% | $123,544+275.2% | $64,186+622.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.70% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $10,068 | $3,014+234.1% | $4,628+117.6% | $2,381+322.9% |
| Participant deferral / active EE | $6,917 | $5,240+32.0% | $6,426+7.6% | $3,470+99.4% |
| Admin fee / account holder | $40,515 | $5,519+634.1% | $9,284+336.4% | $4,888+728.9% |