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 | $294,078 | $167,307+75.8% | $143,757+104.6% | $134,475+118.7% |
| Participation rate | 76.9% | 84.8%-7.9pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -13.43% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $7,437 | $5,619+32.3% | $4,951+50.2% | $4,740+56.9% |
| Participant deferral / active EE | $5,732 | $6,446-11.1% | $5,637+1.7% | $6,400-10.4% |
| Admin fee / account holder | $7,603 | $18,088-58.0% | $14,673-48.2% | $11,426-33.5% |