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 | $317,734 | $167,307+89.9% | $143,757+121.0% | $134,475+136.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.38% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $11,720 | $5,619+108.6% | $4,951+136.7% | $4,740+147.3% |
| Participant deferral / active EE | $6,529 | $6,446+1.3% | $5,637+15.8% | $6,400+2.0% |
| Admin fee / account holder | $9,048 | $18,088-50.0% | $14,673-38.3% | $11,426-20.8% |