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 | $345,508 | $167,307+106.5% | $143,757+140.3% | $134,475+156.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.07% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,335 | $5,619-58.4% | $4,951-52.8% | $4,740-50.7% |
| Participant deferral / active EE | $10,837 | $6,446+68.1% | $5,637+92.2% | $6,400+69.3% |
| Admin fee / account holder | $12,358 | $18,088-31.7% | $14,673-15.8% | $11,426+8.2% |