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 | $334,598 | $167,307+100.0% | $143,757+132.8% | $134,475+148.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.99% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $6,113 | $5,619+8.8% | $4,951+23.5% | $4,740+29.0% |
| Participant deferral / active EE | $9,040 | $6,446+40.2% | $5,637+60.4% | $6,400+41.2% |
| Admin fee / account holder | $17,044 | $18,088-5.8% | $14,673+16.2% | $11,426+49.2% |