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 | $254,325 | $167,484+51.9% | $151,611+67.7% | $134,475+89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.58% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,461 | $6,829-49.3% | $6,166-43.9% | $4,740-27.0% |
| Participant deferral / active EE | $8,529 | $8,986-5.1% | $8,363+2.0% | $6,400+33.3% |
| Admin fee / account holder | $625 | $13,783-95.5% | $11,616-94.6% | $11,426-94.5% |