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 | $568,055 | $97,044+485.4% | $83,333+581.7% | $135,375+319.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.67% | 12.31%-18.0pp | 10.63%-16.3pp | 519.73%-525.4pp |
| Employer contribution / active EE | $10,439 | $4,143+152.0% | $3,379+209.0% | $4,779+118.4% |
| Participant deferral / active EE | $6,596 | $5,964+10.6% | $5,565+18.5% | $5,609+17.6% |
| Admin fee / account holder | $2,218 | $8,380-73.5% | $7,510-70.5% | $10,827-79.5% |