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 | $299,410 | $127,386+135.0% | $115,037+160.3% | $125,391+138.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.24% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $13,462 | $5,166+160.6% | $4,608+192.2% | $4,866+176.7% |
| Participant deferral / active EE | $7,199 | $6,423+12.1% | $6,026+19.5% | $5,352+34.5% |
| Admin fee / account holder | $51,769 | $9,516+444.0% | $8,175+533.3% | $9,540+442.6% |