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 | $271,049 | $110,094+146.2% | $151,611+78.8% | $68,494+295.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.85% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,621 | $4,471-19.0% | $6,166-41.3% | $2,596+39.5% |
| Participant deferral / active EE | $6,611 | $6,527+1.3% | $8,363-21.0% | $4,027+64.2% |
| Admin fee / account holder | $13,866 | $7,719+79.6% | $11,616+19.4% | $5,403+156.6% |