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 | $346,529 | $138,065+151.0% | $123,544+180.5% | $135,375+156.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.08% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $8,486 | $5,151+64.7% | $4,628+83.4% | $4,779+77.6% |
| Participant deferral / active EE | $10,868 | $6,799+59.8% | $6,426+69.1% | $5,609+93.8% |
| Admin fee / account holder | $9,512 | $10,916-12.9% | $9,284+2.5% | $10,827-12.1% |