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 | $769,119 | $73,867+941.2% | $143,757+435.0% | $68,494+1022.9% |
| Participation rate | 96.8% | 66.7%+30.1pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -14.32% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $24,000 | $3,184+653.7% | $4,951+384.8% | $2,596+824.4% |
| Participant deferral / active EE | $12,247 | $3,384+261.9% | $5,637+117.3% | $4,027+204.1% |
| Admin fee / account holder | $75,590 | $5,755+1213.6% | $14,673+415.2% | $5,403+1299.1% |