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 | $268,282 | $76,000+253.0% | $154,107+74.1% | $64,186+318.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.70% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $18,528 | $3,351+453.0% | $5,298+249.8% | $2,381+678.2% |
| Participant deferral / active EE | $9,512 | $3,175+199.6% | $5,081+87.2% | $3,470+174.2% |
| Admin fee / account holder | $90,885 | $5,596+1524.0% | $13,411+577.7% | $4,888+1759.3% |