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 | $475,611 | $167,307+184.3% | $143,757+230.8% | $134,475+253.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.83% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,756 | $5,619-33.2% | $4,951-24.1% | $4,740-20.8% |
| Participant deferral / active EE | $11,088 | $6,446+72.0% | $5,637+96.7% | $6,400+73.2% |
| Admin fee / account holder | $2,731 | $18,088-84.9% | $14,673-81.4% | $11,426-76.1% |