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 | $301,527 | $140,588+114.5% | $123,104+144.9% | $125,391+140.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.26% | 16.80%-17.1pp | 13.22%-13.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $8,530 | $6,041+41.2% | $5,151+65.6% | $4,866+75.3% |
| Participant deferral / active EE | $14,689 | $6,980+110.4% | $6,230+135.8% | $5,352+174.5% |
| Admin fee / account holder | $39,769 | $11,198+255.2% | $9,015+341.2% | $9,540+316.8% |