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 | $299,377 | $73,867+305.3% | $143,757+108.3% | $68,494+337.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.54% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $9,618 | $3,184+202.1% | $4,951+94.3% | $2,596+270.5% |
| Participant deferral / active EE | $17,016 | $3,384+402.8% | $5,637+201.9% | $4,027+322.5% |
| Admin fee / account holder | $34,873 | $5,755+506.0% | $14,673+137.7% | $5,403+545.5% |