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 | $411,568 | $127,386+223.1% | $115,037+257.8% | $125,391+228.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.38% | 31.28%-33.7pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,583 | $5,166-69.4% | $4,608-65.7% | $4,866-67.5% |
| Participant deferral / active EE | $7,600 | $6,423+18.3% | $6,026+26.1% | $5,352+42.0% |
| Admin fee / account holder | $4,974 | $9,516-47.7% | $8,175-39.2% | $9,540-47.9% |