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 | $610,731 | $140,588+334.4% | $123,104+396.1% | $125,391+387.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.82% | 16.80%-18.6pp | 13.22%-15.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,444 | $6,041-43.0% | $5,151-33.1% | $4,866-29.2% |
| Participant deferral / active EE | $5,048 | $6,980-27.7% | $6,230-19.0% | $5,352-5.7% |
| Admin fee / account holder | $22,042 | $11,198+96.8% | $9,015+144.5% | $9,540+131.0% |