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 | $394,710 | $211,958+86.2% | $169,463+132.9% | $135,375+191.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.04% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $12,077 | $5,120+135.9% | $4,159+190.4% | $4,779+152.7% |
| Participant deferral / active EE | $13,550 | $6,075+123.0% | $5,277+156.8% | $5,609+141.6% |
| Admin fee / account holder | $1,381 | $11,471-88.0% | $9,109-84.8% | $10,827-87.2% |