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 | $430,828 | $167,484+157.2% | $151,611+184.2% | $134,475+220.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.04% | 7.80%-26.8pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $20,678 | $6,829+202.8% | $6,166+235.4% | $4,740+336.3% |
| Participant deferral / active EE | $8,271 | $8,986-8.0% | $8,363-1.1% | $6,400+29.2% |
| Admin fee / account holder | $7,613 | $13,783-44.8% | $11,616-34.5% | $11,426-33.4% |