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 4-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 | $492,461 | $167,484+194.0% | $151,611+224.8% | $134,475+266.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.89% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $37,005 | $6,829+441.9% | $6,166+500.2% | $4,740+680.8% |
| Participant deferral / active EE | $12,652 | $8,986+40.8% | $8,363+51.3% | $6,400+97.7% |
| Admin fee / account holder | $9,129 | $13,783-33.8% | $11,616-21.4% | $11,426-20.1% |