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 | $274,406 | $110,094+149.2% | $151,611+81.0% | $68,494+300.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -6.93% | -10.12%+3.2pp | 3.33%-10.3pp | -7.84%+0.9pp |
| Employer contribution / active EE | $11,775 | $4,471+163.4% | $6,166+91.0% | $2,596+353.5% |
| Participant deferral / active EE | $15,076 | $6,527+131.0% | $8,363+80.3% | $4,027+274.3% |
| Admin fee / account holder | $10,425 | $7,719+35.1% | $11,616-10.2% | $5,403+93.0% |