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 | $476,209 | $94,529+403.8% | $140,016+240.1% | $64,186+641.9% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | -5.20% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $27,964 | $3,812+633.5% | $5,606+398.8% | $2,381+1074.6% |
| Participant deferral / active EE | $9,386 | $5,250+78.8% | $6,927+35.5% | $3,470+170.5% |
| Admin fee / account holder | $2,922 | $6,741-56.7% | $10,705-72.7% | $4,888-40.2% |