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 | $368,197 | $73,867+398.5% | $143,757+156.1% | $68,494+437.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.74% | 1.01%-13.7pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $19,292 | $3,184+505.9% | $4,951+289.7% | $2,596+643.1% |
| Participant deferral / active EE | $12,496 | $3,384+269.2% | $5,637+121.7% | $4,027+210.3% |
| Admin fee / account holder | $45,518 | $5,755+691.0% | $14,673+210.2% | $5,403+742.5% |