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 | $560,437 | $73,867+658.7% | $143,757+289.8% | $68,494+718.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.00% | 1.01%-17.0pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $31,562 | $3,184+891.2% | $4,951+537.5% | $2,596+1115.7% |
| Participant deferral / active EE | $14,250 | $3,384+321.0% | $5,637+152.8% | $4,027+253.8% |
| Admin fee / account holder | $27,271 | $5,755+373.9% | $14,673+85.9% | $5,403+404.8% |