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 | $281,875 | $127,386+121.3% | $115,037+145.0% | $125,391+124.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.64% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $5,613 | $5,166+8.7% | $4,608+21.8% | $4,866+15.4% |
| Participant deferral / active EE | $15,870 | $6,423+147.1% | $6,026+163.3% | $5,352+196.5% |
| Admin fee / account holder | $1,003 | $9,516-89.5% | $8,175-87.7% | $9,540-89.5% |