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 | $372,729 | $167,307+122.8% | $143,757+159.3% | $134,475+177.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.86% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $12,320 | $5,619+119.3% | $4,951+148.8% | $4,740+159.9% |
| Participant deferral / active EE | $6,380 | $6,446-1.0% | $5,637+13.2% | $6,400-0.3% |
| Admin fee / account holder | $8,715 | $18,088-51.8% | $14,673-40.6% | $11,426-23.7% |