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 | $786,445 | $190,805+312.2% | $159,960+391.7% | $134,475+484.8% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -15.45% | 552.23%-567.7pp | 408.60%-424.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $19,639 | $4,995+293.1% | $4,226+364.7% | $4,740+314.3% |
| Participant deferral / active EE | $15,640 | $6,923+125.9% | $6,182+153.0% | $6,400+144.4% |
| Admin fee / account holder | $526 | $10,471-95.0% | $8,698-94.0% | $11,426-95.4% |