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 | $260,523 | $71,883+262.4% | $86,677+200.6% | $68,494+280.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.00% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,753 | $2,173+164.8% | $2,836+102.8% | $2,596+121.6% |
| Participant deferral / active EE | $3,286 | $3,779-13.0% | $4,656-29.4% | $4,027-18.4% |
| Admin fee / account holder | $8,859 | $6,112+45.0% | $7,493+18.2% | $5,403+64.0% |