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 | $927,267 | $211,958+337.5% | $169,463+447.2% | $135,375+585.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.69% | 3.26%-12.0pp | 1.83%-10.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $5,553 | $5,120+8.5% | $4,159+33.5% | $4,779+16.2% |
| Participant deferral / active EE | $15,125 | $6,075+149.0% | $5,277+186.6% | $5,609+169.7% |
| Admin fee / account holder | $8,367 | $11,471-27.1% | $9,109-8.1% | $10,827-22.7% |