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 | $284,573 | $167,484+69.9% | $151,611+87.7% | $134,475+111.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.05% | 7.80%-23.8pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,813 | $6,829-44.2% | $6,166-38.2% | $4,740-19.6% |
| Participant deferral / active EE | $7,613 | $8,986-15.3% | $8,363-9.0% | $6,400+19.0% |
| Admin fee / account holder | $12,635 | $13,783-8.3% | $11,616+8.8% | $11,426+10.6% |