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 | $270,691 | $92,222+193.5% | $76,768+252.6% | $135,375+100.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.20% | 5.46%-12.7pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,417 | $3,216+6.3% | $2,485+37.5% | $4,779-28.5% |
| Participant deferral / active EE | $12,314 | $4,509+173.1% | $3,852+219.7% | $5,609+119.5% |
| Admin fee / account holder | $29,809 | $10,748+177.3% | $6,675+346.6% | $10,827+175.3% |