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 | $284,329 | $167,307+69.9% | $143,757+97.8% | $134,475+111.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.93% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $10,848 | $5,619+93.1% | $4,951+119.1% | $4,740+128.9% |
| Participant deferral / active EE | $11,946 | $6,446+85.3% | $5,637+111.9% | $6,400+86.7% |
| Admin fee / account holder | $3,507 | $18,088-80.6% | $14,673-76.1% | $11,426-69.3% |