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 | $288,345 | $167,307+72.3% | $143,757+100.6% | $134,475+114.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.93% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,422 | $5,619+14.3% | $4,951+29.7% | $4,740+35.5% |
| Participant deferral / active EE | $2,655 | $6,446-58.8% | $5,637-52.9% | $6,400-58.5% |
| Admin fee / account holder | $1,541 | $18,088-91.5% | $14,673-89.5% | $11,426-86.5% |