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 | $285,716 | $92,222+209.8% | $76,768+272.2% | $135,375+111.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.23% | 5.46%-10.7pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,594 | $3,216+11.7% | $2,485+44.6% | $4,779-24.8% |
| Participant deferral / active EE | $6,076 | $4,509+34.8% | $3,852+57.7% | $5,609+8.3% |
| Admin fee / account holder | $4,157 | $10,748-61.3% | $6,675-37.7% | $10,827-61.6% |