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 | $257,193 | $100,754+155.3% | $86,677+196.7% | $134,475+91.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.45% | 29.04%-35.5pp | 35.91%-42.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $3,508 | $3,489+0.5% | $2,836+23.7% | $4,740-26.0% |
| Participant deferral / active EE | $10,186 | $5,338+90.8% | $4,656+118.8% | $6,400+59.2% |
| Admin fee / account holder | $63,321 | $10,926+479.5% | $7,493+745.0% | $11,426+454.2% |