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 | $282,808 | $167,484+68.9% | $151,611+86.5% | $134,475+110.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.28% | 7.80%-19.1pp | 3.33%-14.6pp | 417.96%-429.2pp |
| Employer contribution / active EE | $2,795 | $6,829-59.1% | $6,166-54.7% | $4,740-41.0% |
| Participant deferral / active EE | $11,145 | $8,986+24.0% | $8,363+33.3% | $6,400+74.1% |
| Admin fee / account holder | $1,213 | $13,783-91.2% | $11,616-89.6% | $11,426-89.4% |