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 | $325,765 | $77,813+318.6% | $123,544+163.7% | $64,186+407.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.20% | 12.48%-14.7pp | 119.20%-121.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $4,384 | $3,014+45.5% | $4,628-5.3% | $2,381+84.2% |
| Participant deferral / active EE | $16,783 | $5,240+220.3% | $6,426+161.2% | $3,470+383.7% |
| Admin fee / account holder | $69,823 | $5,519+1165.2% | $9,284+652.1% | $4,888+1328.4% |