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 | $416,680 | $167,484+148.8% | $151,611+174.8% | $134,475+209.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.41% | 7.80%-26.2pp | 3.33%-21.7pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,233 | $6,829-67.3% | $6,166-63.8% | $4,740-52.9% |
| Participant deferral / active EE | $10,144 | $8,986+12.9% | $8,363+21.3% | $6,400+58.5% |
| Admin fee / account holder | $7,677 | $13,783-44.3% | $11,616-33.9% | $11,426-32.8% |