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 | $264,548 | $95,862+176.0% | $79,550+232.6% | $134,475+96.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -18.55% | -2.69%-15.9pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $7,054 | $3,128+125.5% | $2,413+192.3% | $4,740+48.8% |
| Participant deferral / active EE | $8,243 | $4,693+75.7% | $3,985+106.8% | $6,400+28.8% |
| Admin fee / account holder | $2,763 | $9,126-69.7% | $6,832-59.6% | $11,426-75.8% |