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 | $264,028 | $95,862+175.4% | $79,550+231.9% | $134,475+96.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.37% | -2.69%-8.7pp | 0.16%-11.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $6,154 | $3,128+96.7% | $2,413+155.0% | $4,740+29.8% |
| Participant deferral / active EE | $9,478 | $4,693+102.0% | $3,985+137.8% | $6,400+48.1% |
| Admin fee / account holder | $42,937 | $9,126+370.5% | $6,832+528.4% | $11,426+275.8% |