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 | $273,335 | $167,307+63.4% | $143,757+90.1% | $134,475+103.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.58% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $9,823 | $5,619+74.8% | $4,951+98.4% | $4,740+107.2% |
| Participant deferral / active EE | $9,480 | $6,446+47.1% | $5,637+68.2% | $6,400+48.1% |
| Admin fee / account holder | $19,786 | $18,088+9.4% | $14,673+34.8% | $11,426+73.2% |