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 | $266,286 | $167,307+59.2% | $143,757+85.2% | $134,475+98.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.62% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $14,041 | $5,619+149.9% | $4,951+183.6% | $4,740+196.3% |
| Participant deferral / active EE | $7,735 | $6,446+20.0% | $5,637+37.2% | $6,400+20.9% |
| Admin fee / account holder | $4,747 | $18,088-73.8% | $14,673-67.6% | $11,426-58.5% |