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 | $345,471 | $167,307+106.5% | $143,757+140.3% | $134,475+156.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.50% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $7,080 | $5,619+26.0% | $4,951+43.0% | $4,740+49.4% |
| Participant deferral / active EE | $9,499 | $6,446+47.4% | $5,637+68.5% | $6,400+48.4% |
| Admin fee / account holder | $12,178 | $18,088-32.7% | $14,673-17.0% | $11,426+6.6% |