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 | $273,561 | $113,935+140.1% | $94,224+190.3% | $125,391+118.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.40% | 5.29%-6.7pp | 10.68%-12.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $27,365 | $4,727+478.9% | $3,587+663.0% | $4,866+462.4% |
| Participant deferral / active EE | $14,176 | $5,179+173.7% | $4,320+228.1% | $5,352+164.9% |
| Admin fee / account holder | $3,817 | $8,391-54.5% | $6,269-39.1% | $9,540-60.0% |