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 | $576,992 | $131,829+337.7% | $108,579+431.4% | $273,961+110.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.42% | -91.57%+104.0pp | -51.70%+64.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $5,808 | $4,912+18.2% | $3,758+54.5% | $4,869+19.3% |
| Participant deferral / active EE | $5,447 | $5,127+6.2% | $4,311+26.4% | $5,287+3.0% |
| Admin fee / account holder | $15,408 | $10,252+50.3% | $7,645+101.6% | $10,132+52.1% |