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 | $397,551 | $87,540+354.1% | $75,781+424.6% | $125,391+217.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.87% | 13.48%-14.4pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $10,441 | $3,930+165.7% | $3,323+214.2% | $4,866+114.6% |
| Participant deferral / active EE | $6,354 | $4,229+50.2% | $3,651+74.0% | $5,352+18.7% |
| Admin fee / account holder | $2,899 | $6,502-55.4% | $5,299-45.3% | $9,540-69.6% |