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 | $369,175 | $167,307+120.7% | $143,757+156.8% | $134,475+174.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.56% | 0.46%-10.0pp | -0.04%-9.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,333 | $5,619-40.7% | $4,951-32.7% | $4,740-29.7% |
| Participant deferral / active EE | $10,064 | $6,446+56.1% | $5,637+78.5% | $6,400+57.3% |
| Admin fee / account holder | $16,945 | $18,088-6.3% | $14,673+15.5% | $11,426+48.3% |