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 | $322,226 | $167,484+92.4% | $151,611+112.5% | $134,475+139.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.31% | 7.80%-21.1pp | 3.33%-16.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $13,052 | $6,829+91.1% | $6,166+111.7% | $4,740+175.4% |
| Participant deferral / active EE | $10,696 | $8,986+19.0% | $8,363+27.9% | $6,400+67.1% |
| Admin fee / account holder | $1,357 | $13,783-90.2% | $11,616-88.3% | $11,426-88.1% |