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 7-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 | $339,150 | $167,307+102.7% | $143,757+135.9% | $134,475+152.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.60% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $5,155 | $5,619-8.3% | $4,951+4.1% | $4,740+8.8% |
| Participant deferral / active EE | $8,434 | $6,446+30.8% | $5,637+49.6% | $6,400+31.8% |
| Admin fee / account holder | $2,478 | $18,088-86.3% | $14,673-83.1% | $11,426-78.3% |