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 | $250,166 | $64,707+286.6% | $112,228+122.9% | $68,494+265.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.71% | -11.40%-2.3pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $7,279 | $2,746+165.1% | $3,635+100.3% | $2,596+180.4% |
| Participant deferral / active EE | $6,689 | $3,565+87.6% | $4,728+41.5% | $4,027+66.1% |
| Admin fee / account holder | $7,541 | $5,232+44.1% | $6,410+17.6% | $5,403+39.6% |