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 | $367,832 | $167,307+119.9% | $143,757+155.9% | $134,475+173.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -5.98% | 0.46%-6.4pp | -0.04%-5.9pp | 417.96%-423.9pp |
| Employer contribution / active EE | $6,846 | $5,619+21.8% | $4,951+38.3% | $4,740+44.4% |
| Participant deferral / active EE | $8,165 | $6,446+26.7% | $5,637+44.8% | $6,400+27.6% |
| Admin fee / account holder | $1,057,349 | $18,088+5745.5% | $14,673+7106.1% | $11,426+9154.0% |