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 | $319,777 | $48,265+562.5% | $68,791+364.8% | $68,494+366.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.13% | -12.71%-1.4pp | -6.38%-7.7pp | -7.84%-6.3pp |
| Employer contribution / active EE | $16,867 | $1,829+822.4% | $2,655+535.2% | $2,596+549.6% |
| Participant deferral / active EE | $17,582 | $2,867+513.3% | $3,941+346.1% | $4,027+336.6% |
| Admin fee / account holder | $65,461 | $4,355+1403.0% | $4,932+1227.3% | $5,403+1111.6% |