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 | $272,339 | $73,867+268.7% | $143,757+89.4% | $68,494+297.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.92% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $11,328 | $3,184+255.8% | $4,951+128.8% | $2,596+336.3% |
| Participant deferral / active EE | $5,949 | $3,384+75.8% | $5,637+5.5% | $4,027+47.7% |
| Admin fee / account holder | $36,538 | $5,755+534.9% | $14,673+149.0% | $5,403+576.3% |