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 | $273,962 | $167,484+63.6% | $151,611+80.7% | $134,475+103.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.30% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $13,982 | $6,829+104.7% | $6,166+126.8% | $4,740+195.0% |
| Participant deferral / active EE | $9,309 | $8,986+3.6% | $8,363+11.3% | $6,400+45.5% |
| Admin fee / account holder | $7,268 | $13,783-47.3% | $11,616-37.4% | $11,426-36.4% |