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 | $319,362 | $94,529+237.8% | $140,016+128.1% | $64,186+397.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -2.38% | 7.77%-10.2pp | 651.12%-653.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $9,685 | $3,812+154.0% | $5,606+72.8% | $2,381+306.8% |
| Participant deferral / active EE | $15,172 | $5,250+189.0% | $6,927+119.0% | $3,470+337.3% |
| Admin fee / account holder | $5,431 | $6,741-19.4% | $10,705-49.3% | $4,888+11.1% |