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 | $272,343 | $167,307+62.8% | $143,757+89.4% | $134,475+102.5% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -17.94% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $7,047 | $5,619+25.4% | $4,951+42.3% | $4,740+48.7% |
| Participant deferral / active EE | $8,649 | $6,446+34.2% | $5,637+53.4% | $6,400+35.1% |
| Admin fee / account holder | $2,390 | $18,088-86.8% | $14,673-83.7% | $11,426-79.1% |