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 | $284,321 | $127,100+123.7% | $105,738+168.9% | $135,375+110.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.14% | 4.49%-8.6pp | 6.27%-10.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $13,669 | $4,107+232.8% | $3,268+318.2% | $4,779+186.0% |
| Participant deferral / active EE | $6,568 | $5,064+29.7% | $4,080+61.0% | $5,609+17.1% |
| Admin fee / account holder | $10,090 | $9,087+11.0% | $6,913+46.0% | $10,827-6.8% |