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 | $258,925 | $167,484+54.6% | $151,611+70.8% | $134,475+92.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.51% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $8,372 | $6,829+22.6% | $6,166+35.8% | $4,740+76.6% |
| Participant deferral / active EE | $9,995 | $8,986+11.2% | $8,363+19.5% | $6,400+56.2% |
| Admin fee / account holder | $5,968 | $13,783-56.7% | $11,616-48.6% | $11,426-47.8% |