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 | $447,904 | $73,867+506.4% | $143,757+211.6% | $68,494+553.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 10.00% | 1.01%+9.0pp | -0.04%+10.0pp | -7.84%+17.8pp |
| Employer contribution / active EE | $8,638 | $3,184+171.3% | $4,951+74.5% | $2,596+232.7% |
| Participant deferral / active EE | $4,812 | $3,384+42.2% | $5,637-14.6% | $4,027+19.5% |
| Admin fee / account holder | $2,661 | $5,755-53.8% | $14,673-81.9% | $5,403-50.7% |