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 | $252,821 | $167,307+51.1% | $143,757+75.9% | $134,475+88.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.27% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,580 | $5,619-54.1% | $4,951-47.9% | $4,740-45.6% |
| Participant deferral / active EE | $8,193 | $6,446+27.1% | $5,637+45.3% | $6,400+28.0% |
| Admin fee / account holder | $367 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |