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 | $416,637 | $140,588+196.4% | $123,104+238.4% | $125,391+232.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.99% | 16.80%-18.8pp | 13.22%-15.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $9,956 | $6,041+64.8% | $5,151+93.3% | $4,866+104.6% |
| Participant deferral / active EE | $11,305 | $6,980+62.0% | $6,230+81.5% | $5,352+111.3% |
| Admin fee / account holder | $985 | $11,198-91.2% | $9,015-89.1% | $9,540-89.7% |