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 | $251,202 | $133,958+87.5% | $112,228+123.8% | $134,475+86.8% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -14.66% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $11,124 | $4,038+175.5% | $3,635+206.1% | $4,740+134.7% |
| Participant deferral / active EE | $10,996 | $5,291+107.8% | $4,728+132.6% | $6,400+71.8% |
| Admin fee / account holder | $111,814 | $7,489+1393.1% | $6,410+1644.3% | $11,426+878.6% |