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 | $698,122 | $167,307+317.3% | $143,757+385.6% | $134,475+419.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.34% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $10,061 | $5,619+79.1% | $4,951+103.2% | $4,740+112.3% |
| Participant deferral / active EE | $5,233 | $6,446-18.8% | $5,637-7.2% | $6,400-18.2% |
| Admin fee / account holder | $35,942 | $18,088+98.7% | $14,673+145.0% | $11,426+214.6% |