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 | $261,173 | $113,935+129.2% | $94,224+177.2% | $125,391+108.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.47% | 5.29%-5.8pp | 10.68%-11.2pp | 282.22%-282.7pp |
| Employer contribution / active EE | $8,274 | $4,727+75.0% | $3,587+130.7% | $4,866+70.0% |
| Participant deferral / active EE | $11,820 | $5,179+128.2% | $4,320+173.6% | $5,352+120.9% |
| Admin fee / account holder | $2,589 | $8,391-69.1% | $6,269-58.7% | $9,540-72.9% |