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 7-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 | $257,467 | $167,484+53.7% | $151,611+69.8% | $134,475+91.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.84% | 7.80%-22.6pp | 3.33%-18.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $13,500 | $6,829+97.7% | $6,166+118.9% | $4,740+184.8% |
| Participant deferral / active EE | $14,463 | $8,986+60.9% | $8,363+72.9% | $6,400+126.0% |
| Admin fee / account holder | $6,820 | $13,783-50.5% | $11,616-41.3% | $11,426-40.3% |