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 | $779,817 | $211,958+267.9% | $169,463+360.2% | $135,375+476.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.86% | 3.26%-9.1pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $42,800 | $5,120+736.0% | $4,159+929.1% | $4,779+795.6% |
| Participant deferral / active EE | $1,923 | $6,075-68.3% | $5,277-63.6% | $5,609-65.7% |
| Admin fee / account holder | $21,682 | $11,471+89.0% | $9,109+138.0% | $10,827+100.3% |