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 | $279,261 | $87,540+219.0% | $75,781+268.5% | $125,391+122.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.12% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.3pp |
| Employer contribution / active EE | $26,887 | $3,930+584.2% | $3,323+709.1% | $4,866+452.6% |
| Participant deferral / active EE | $31,333 | $4,229+640.9% | $3,651+758.1% | $5,352+485.5% |
| Admin fee / account holder | $632 | $6,502-90.3% | $5,299-88.1% | $9,540-93.4% |