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 | $264,105 | $95,193+177.4% | $76,523+245.1% | $135,375+95.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.26% | 4.85%-12.1pp | -0.27%-7.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $5,198 | $3,302+57.4% | $2,647+96.4% | $4,779+8.8% |
| Participant deferral / active EE | $16,433 | $4,639+254.2% | $3,835+328.5% | $5,609+193.0% |
| Admin fee / account holder | $2,983 | $6,249-52.3% | $4,848-38.5% | $10,827-72.5% |