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 | $349,110 | $211,958+64.7% | $169,463+106.0% | $135,375+157.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.28% | 3.26%-11.5pp | 1.83%-10.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,592 | $5,120-49.4% | $4,159-37.7% | $4,779-45.8% |
| Participant deferral / active EE | $14,437 | $6,075+137.6% | $5,277+173.6% | $5,609+157.4% |
| Admin fee / account holder | $2,867 | $11,471-75.0% | $9,109-68.5% | $10,827-73.5% |