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 | $287,043 | $167,484+71.4% | $151,611+89.3% | $134,475+113.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.90% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $13,061 | $6,829+91.3% | $6,166+111.8% | $4,740+175.6% |
| Participant deferral / active EE | $13,671 | $8,986+52.1% | $8,363+63.5% | $6,400+113.6% |
| Admin fee / account holder | $102,692 | $13,783+645.1% | $11,616+784.1% | $11,426+798.8% |