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 | $361,565 | $158,817+127.7% | $121,196+198.3% | $135,375+167.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.68% | -0.64%-7.0pp | 16.93%-24.6pp | 519.73%-527.4pp |
| Employer contribution / active EE | $9,052 | $5,665+59.8% | $4,022+125.1% | $4,779+89.4% |
| Participant deferral / active EE | $4,267 | $4,005+6.5% | $3,344+27.6% | $5,609-23.9% |
| Admin fee / account holder | $2,857 | $6,512-56.1% | $5,019-43.1% | $10,827-73.6% |