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 | $275,528 | $97,044+183.9% | $83,333+230.6% | $135,375+103.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.86% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,470 | $4,143+7.9% | $3,379+32.3% | $4,779-6.5% |
| Participant deferral / active EE | $19,928 | $5,964+234.1% | $5,565+258.1% | $5,609+255.3% |
| Admin fee / account holder | $378 | $8,380-95.5% | $7,510-95.0% | $10,827-96.5% |