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 | $338,346 | $167,307+102.2% | $143,757+135.4% | $134,475+151.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.14% | 0.46%-8.6pp | -0.04%-8.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $19,210 | $5,619+241.9% | $4,951+288.0% | $4,740+305.3% |
| Participant deferral / active EE | $16,289 | $6,446+152.7% | $5,637+189.0% | $6,400+154.5% |
| Admin fee / account holder | $57,430 | $18,088+217.5% | $14,673+291.4% | $11,426+402.6% |