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 | $250,640 | $71,883+248.7% | $86,677+189.2% | $68,494+265.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.78% | 3.52%-13.3pp | 35.91%-45.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $11,516 | $2,173+430.0% | $2,836+306.0% | $2,596+343.5% |
| Participant deferral / active EE | $9,354 | $3,779+147.5% | $4,656+100.9% | $4,027+132.3% |
| Admin fee / account holder | $14,653 | $6,112+139.8% | $7,493+95.6% | $5,403+171.2% |