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 | $301,601 | $95,193+216.8% | $76,523+294.1% | $135,375+122.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.28% | 4.85%-10.1pp | -0.27%-5.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $9,016 | $3,302+173.0% | $2,647+240.6% | $4,779+88.7% |
| Participant deferral / active EE | $11,083 | $4,639+138.9% | $3,835+188.9% | $5,609+97.6% |
| Admin fee / account holder | $16,261 | $6,249+160.2% | $4,848+235.4% | $10,827+50.2% |