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 | $330,133 | $167,307+97.3% | $143,757+129.6% | $134,475+145.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.78% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $6,924 | $5,619+23.2% | $4,951+39.9% | $4,740+46.1% |
| Participant deferral / active EE | $8,615 | $6,446+33.7% | $5,637+52.8% | $6,400+34.6% |
| Admin fee / account holder | $3,855 | $18,088-78.7% | $14,673-73.7% | $11,426-66.3% |