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 | $398,108 | $100,754+295.1% | $86,677+359.3% | $134,475+196.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.17% | 29.04%-40.2pp | 35.91%-47.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $24,452 | $3,489+600.8% | $2,836+762.1% | $4,740+415.9% |
| Participant deferral / active EE | $13,580 | $5,338+154.4% | $4,656+191.7% | $6,400+112.2% |
| Admin fee / account holder | $9,651 | $10,926-11.7% | $7,493+28.8% | $11,426-15.5% |