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 7-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 | $313,917 | $167,484+87.4% | $151,611+107.1% | $134,475+133.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.93% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $10,598 | $6,829+55.2% | $6,166+71.9% | $4,740+123.6% |
| Participant deferral / active EE | $13,139 | $8,986+46.2% | $8,363+57.1% | $6,400+105.3% |
| Admin fee / account holder | $128,429 | $13,783+831.8% | $11,616+1005.6% | $11,426+1024.0% |