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 | $907,216 | $167,307+442.2% | $143,757+531.1% | $134,475+574.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.73% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $19,791 | $5,619+252.2% | $4,951+299.7% | $4,740+317.6% |
| Participant deferral / active EE | $12,816 | $6,446+98.8% | $5,637+127.4% | $6,400+100.3% |
| Admin fee / account holder | $18,912 | $18,088+4.6% | $14,673+28.9% | $11,426+65.5% |