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 | $385,528 | $167,484+130.2% | $151,611+154.3% | $134,475+186.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -1.04% | 7.80%-8.8pp | 3.33%-4.4pp | 417.96%-419.0pp |
| Employer contribution / active EE | $3,181 | $6,829-53.4% | $6,166-48.4% | $4,740-32.9% |
| Participant deferral / active EE | $5,364 | $8,986-40.3% | $8,363-35.9% | $6,400-16.2% |
| Admin fee / account holder | $19,259 | $13,783+39.7% | $11,616+65.8% | $11,426+68.6% |