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 | $328,647 | $167,484+96.2% | $151,611+116.8% | $134,475+144.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.49% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $17,319 | $6,829+153.6% | $6,166+180.9% | $4,740+265.4% |
| Participant deferral / active EE | $8,725 | $8,986-2.9% | $8,363+4.3% | $6,400+36.3% |
| Admin fee / account holder | $75,477 | $13,783+447.6% | $11,616+549.8% | $11,426+560.6% |