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 | $274,365 | $92,222+197.5% | $76,768+257.4% | $135,375+102.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.03% | 5.46%-9.5pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,775 | $3,216+79.6% | $2,485+132.4% | $4,779+20.8% |
| Participant deferral / active EE | $6,963 | $4,509+54.4% | $3,852+80.8% | $5,609+24.1% |
| Admin fee / account holder | $2,495 | $10,748-76.8% | $6,675-62.6% | $10,827-77.0% |