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 | $320,372 | $167,307+91.5% | $143,757+122.9% | $134,475+138.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.88% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $7,968 | $5,619+41.8% | $4,951+60.9% | $4,740+68.1% |
| Participant deferral / active EE | $9,417 | $6,446+46.1% | $5,637+67.1% | $6,400+47.1% |
| Admin fee / account holder | $3,064 | $18,088-83.1% | $14,673-79.1% | $11,426-73.2% |