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 | $374,156 | $71,883+420.5% | $86,677+331.7% | $68,494+446.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -1.94% | 3.52%-5.5pp | 35.91%-37.9pp | -7.84%+5.9pp |
| Employer contribution / active EE | $17,171 | $2,173+690.2% | $2,836+505.4% | $2,596+561.3% |
| Participant deferral / active EE | $1,967 | $3,779-47.9% | $4,656-57.8% | $4,027-51.2% |
| Admin fee / account holder | $16,075 | $6,112+163.0% | $7,493+114.5% | $5,403+197.5% |