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 | $383,584 | $167,307+129.3% | $143,757+166.8% | $134,475+185.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.34% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $17,243 | $5,619+206.9% | $4,951+248.3% | $4,740+263.8% |
| Participant deferral / active EE | $9,769 | $6,446+51.6% | $5,637+73.3% | $6,400+52.6% |
| Admin fee / account holder | $807 | $18,088-95.5% | $14,673-94.5% | $11,426-92.9% |