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 | $444,267 | $167,484+165.3% | $151,611+193.0% | $134,475+230.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.58% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $18,683 | $6,829+173.6% | $6,166+203.0% | $4,740+294.2% |
| Participant deferral / active EE | $9,122 | $8,986+1.5% | $8,363+9.1% | $6,400+42.5% |
| Admin fee / account holder | $816 | $13,783-94.1% | $11,616-93.0% | $11,426-92.9% |