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 | $343,795 | $167,307+105.5% | $143,757+139.1% | $134,475+155.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.10% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,226 | $5,619-24.8% | $4,951-14.6% | $4,740-10.8% |
| Participant deferral / active EE | $16,728 | $6,446+159.5% | $5,637+196.8% | $6,400+161.4% |
| Admin fee / account holder | $5,092 | $18,088-71.8% | $14,673-65.3% | $11,426-55.4% |