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 | $294,015 | $167,307+75.7% | $143,757+104.5% | $134,475+118.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.39% | 0.46%-15.9pp | -0.04%-15.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $5,534 | $5,619-1.5% | $4,951+11.8% | $4,740+16.8% |
| Participant deferral / active EE | $11,169 | $6,446+73.3% | $5,637+98.1% | $6,400+74.5% |
| Admin fee / account holder | $1,227 | $18,088-93.2% | $14,673-91.6% | $11,426-89.3% |