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 | $257,747 | $133,958+92.4% | $112,228+129.7% | $134,475+91.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -20.09% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,472 | $4,038-38.8% | $3,635-32.0% | $4,740-47.8% |
| Participant deferral / active EE | $2,953 | $5,291-44.2% | $4,728-37.5% | $6,400-53.9% |
| Admin fee / account holder | $19,181 | $7,489+156.1% | $6,410+199.2% | $11,426+67.9% |