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 | $295,712 | $100,754+193.5% | $86,677+241.2% | $134,475+119.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.00% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $3,397 | $3,489-2.6% | $2,836+19.8% | $4,740-28.3% |
| Participant deferral / active EE | $4,923 | $5,338-7.8% | $4,656+5.7% | $6,400-23.1% |
| Admin fee / account holder | $30,372 | $10,926+178.0% | $7,493+305.3% | $11,426+165.8% |