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 | $379,192 | $211,958+78.9% | $169,463+123.8% | $135,375+180.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.30% | 3.26%-11.6pp | 1.83%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $22,625 | $5,120+341.9% | $4,159+444.0% | $4,779+373.4% |
| Participant deferral / active EE | $12,106 | $6,075+99.3% | $5,277+129.4% | $5,609+115.8% |
| Admin fee / account holder | $1,283 | $11,471-88.8% | $9,109-85.9% | $10,827-88.2% |