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 | $316,207 | $131,829+139.9% | $108,579+191.2% | $273,961+15.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.72% | -91.57%+102.3pp | -51.70%+62.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $12,951 | $4,912+163.6% | $3,758+244.6% | $4,869+166.0% |
| Participant deferral / active EE | $8,257 | $5,127+61.1% | $4,311+91.5% | $5,287+56.2% |
| Admin fee / account holder | $465 | $10,252-95.5% | $7,645-93.9% | $10,132-95.4% |