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 | $269,300 | $167,307+61.0% | $143,757+87.3% | $134,475+100.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.03% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $14,233 | $5,619+153.3% | $4,951+187.5% | $4,740+200.3% |
| Participant deferral / active EE | $9,000 | $6,446+39.6% | $5,637+59.7% | $6,400+40.6% |
| Admin fee / account holder | $2,416 | $18,088-86.6% | $14,673-83.5% | $11,426-78.9% |