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 | $254,719 | $133,958+90.1% | $112,228+127.0% | $134,475+89.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.18% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $8,230 | $4,038+103.8% | $3,635+126.4% | $4,740+73.6% |
| Participant deferral / active EE | $9,471 | $5,291+79.0% | $4,728+100.3% | $6,400+48.0% |
| Admin fee / account holder | $34,423 | $7,489+359.7% | $6,410+437.0% | $11,426+201.3% |