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 | $312,623 | $211,958+47.5% | $169,463+84.5% | $135,375+130.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.75% | 3.26%-11.0pp | 1.83%-9.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $10,615 | $5,120+107.3% | $4,159+155.2% | $4,779+122.1% |
| Participant deferral / active EE | $11,767 | $6,075+93.7% | $5,277+123.0% | $5,609+109.8% |
| Admin fee / account holder | $12,646 | $11,471+10.2% | $9,109+38.8% | $10,827+16.8% |