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 | $347,272 | $158,817+118.7% | $121,196+186.5% | $135,375+156.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -2.99% | -0.64%-2.4pp | 16.93%-19.9pp | 519.73%-522.7pp |
| Employer contribution / active EE | $4,807 | $5,665-15.1% | $4,022+19.5% | $4,779+0.6% |
| Participant deferral / active EE | $17,100 | $4,005+327.0% | $3,344+411.3% | $5,609+204.9% |
| Admin fee / account holder | $3,619 | $6,512-44.4% | $5,019-27.9% | $10,827-66.6% |