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 | $345,950 | $167,484+106.6% | $151,611+128.2% | $134,475+157.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.27% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $30,753 | $6,829+350.3% | $6,166+398.8% | $4,740+548.8% |
| Participant deferral / active EE | $19,437 | $8,986+116.3% | $8,363+132.4% | $6,400+203.7% |
| Admin fee / account holder | $115,711 | $13,783+739.5% | $11,616+896.1% | $11,426+912.7% |