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 9-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 | $268,135 | $100,754+166.1% | $86,677+209.4% | $134,475+99.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.35% | 29.04%-34.4pp | 35.91%-41.3pp | 417.96%-423.3pp |
| Employer contribution / active EE | $2,285 | $3,489-34.5% | $2,836-19.4% | $4,740-51.8% |
| Participant deferral / active EE | $8,291 | $5,338+55.3% | $4,656+78.1% | $6,400+29.5% |
| Admin fee / account holder | $710 | $10,926-93.5% | $7,493-90.5% | $11,426-93.8% |