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 | $403,049 | $167,307+140.9% | $143,757+180.4% | $134,475+199.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.96% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $5,680 | $5,619+1.1% | $4,951+14.7% | $4,740+19.8% |
| Participant deferral / active EE | $3,500 | $6,446-45.7% | $5,637-37.9% | $6,400-45.3% |
| Admin fee / account holder | $847 | $18,088-95.3% | $14,673-94.2% | $11,426-92.6% |