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 | $369,457 | $73,867+400.2% | $143,757+157.0% | $68,494+439.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.84% | 1.01%-11.9pp | -0.04%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $15,933 | $3,184+400.4% | $4,951+221.8% | $2,596+513.7% |
| Participant deferral / active EE | $7,403 | $3,384+118.7% | $5,637+31.3% | $4,027+83.8% |
| Admin fee / account holder | $12,814 | $5,755+122.7% | $14,673-12.7% | $5,403+137.2% |