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 | $430,331 | $77,813+453.0% | $123,544+248.3% | $64,186+570.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.42% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $11,898 | $3,014+294.8% | $4,628+157.1% | $2,381+399.7% |
| Participant deferral / active EE | $3,042 | $5,240-41.9% | $6,426-52.7% | $3,470-12.3% |
| Admin fee / account holder | $8,957 | $5,519+62.3% | $9,284-3.5% | $4,888+83.2% |