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 | $250,919 | $167,307+50.0% | $143,757+74.5% | $134,475+86.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.18% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $8,108 | $5,619+44.3% | $4,951+63.8% | $4,740+71.1% |
| Participant deferral / active EE | $12,029 | $6,446+86.6% | $5,637+113.4% | $6,400+88.0% |
| Admin fee / account holder | $420 | $18,088-97.7% | $14,673-97.1% | $11,426-96.3% |