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 | $322,714 | $167,484+92.7% | $151,611+112.9% | $134,475+140.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.12% | 7.80%-25.9pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $20,991 | $6,829+207.4% | $6,166+240.4% | $4,740+342.9% |
| Participant deferral / active EE | $17,641 | $8,986+96.3% | $8,363+110.9% | $6,400+175.6% |
| Admin fee / account holder | $69,170 | $13,783+401.9% | $11,616+495.5% | $11,426+505.4% |