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 | $284,747 | $167,307+70.2% | $143,757+98.1% | $134,475+111.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $6,341 | $5,619+12.8% | $4,951+28.1% | $4,740+33.8% |
| Participant deferral / active EE | $17,695 | $6,446+174.5% | $5,637+213.9% | $6,400+176.5% |
| Admin fee / account holder | $17,281 | $18,088-4.5% | $14,673+17.8% | $11,426+51.2% |