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 | $319,651 | $167,307+91.1% | $143,757+122.4% | $134,475+137.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.99% | 0.46%-12.5pp | -0.04%-11.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $11,109 | $5,619+97.7% | $4,951+124.4% | $4,740+134.4% |
| Participant deferral / active EE | $11,058 | $6,446+71.6% | $5,637+96.2% | $6,400+72.8% |
| Admin fee / account holder | $2,266 | $18,088-87.5% | $14,673-84.6% | $11,426-80.2% |