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 | $305,257 | $113,935+167.9% | $94,224+224.0% | $125,391+143.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.04% | 5.29%-5.2pp | 10.68%-10.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $14,082 | $4,727+197.9% | $3,587+292.6% | $4,866+189.4% |
| Participant deferral / active EE | $6,788 | $5,179+31.1% | $4,320+57.1% | $5,352+26.8% |
| Admin fee / account holder | $27,324 | $8,391+225.6% | $6,269+335.9% | $9,540+186.4% |