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 | $458,397 | $167,307+174.0% | $143,757+218.9% | $134,475+240.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.76% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $8,917 | $5,619+58.7% | $4,951+80.1% | $4,740+88.1% |
| Participant deferral / active EE | $11,506 | $6,446+78.5% | $5,637+104.1% | $6,400+79.8% |
| Admin fee / account holder | $545 | $18,088-97.0% | $14,673-96.3% | $11,426-95.2% |