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 | $265,423 | $167,307+58.6% | $143,757+84.6% | $134,475+97.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.98% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $12,543 | $5,619+123.2% | $4,951+153.3% | $4,740+164.6% |
| Participant deferral / active EE | $9,992 | $6,446+55.0% | $5,637+77.3% | $6,400+56.1% |
| Admin fee / account holder | $61,982 | $18,088+242.7% | $14,673+322.4% | $11,426+442.5% |