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 | $266,614 | $167,307+59.4% | $143,757+85.5% | $134,475+98.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.41% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,954 | $5,619-11.8% | $4,951+0.1% | $4,740+4.5% |
| Participant deferral / active EE | $5,718 | $6,446-11.3% | $5,637+1.4% | $6,400-10.6% |
| Admin fee / account holder | $2,569 | $18,088-85.8% | $14,673-82.5% | $11,426-77.5% |