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 | $320,637 | $113,935+181.4% | $94,224+240.3% | $125,391+155.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.84% | 5.29%-6.1pp | 10.68%-11.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $6,334 | $4,727+34.0% | $3,587+76.6% | $4,866+30.2% |
| Participant deferral / active EE | $6,611 | $5,179+27.7% | $4,320+53.0% | $5,352+23.5% |
| Admin fee / account holder | $4,821 | $8,391-42.5% | $6,269-23.1% | $9,540-49.5% |