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 | $266,646 | $167,484+59.2% | $151,611+75.9% | $134,475+98.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.40% | 7.80%-16.2pp | 3.33%-11.7pp | 417.96%-426.4pp |
| Employer contribution / active EE | $23,347 | $6,829+241.9% | $6,166+278.6% | $4,740+392.6% |
| Participant deferral / active EE | $7,351 | $8,986-18.2% | $8,363-12.1% | $6,400+14.9% |
| Admin fee / account holder | $1,611 | $13,783-88.3% | $11,616-86.1% | $11,426-85.9% |