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 | $347,161 | $87,540+296.6% | $75,781+358.1% | $125,391+176.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.85% | 13.48%-16.3pp | 9.68%-12.5pp | 282.22%-285.1pp |
| Employer contribution / active EE | $12,656 | $3,930+222.0% | $3,323+280.8% | $4,866+160.1% |
| Participant deferral / active EE | $8,438 | $4,229+99.5% | $3,651+131.1% | $5,352+57.7% |
| Admin fee / account holder | $1,277 | $6,502-80.4% | $5,299-75.9% | $9,540-86.6% |