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 | $310,255 | $167,307+85.4% | $143,757+115.8% | $134,475+130.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.60% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $22,512 | $5,619+300.6% | $4,951+354.7% | $4,740+375.0% |
| Participant deferral / active EE | $21,325 | $6,446+230.8% | $5,637+278.3% | $6,400+233.2% |
| Admin fee / account holder | $359 | $18,088-98.0% | $14,673-97.6% | $11,426-96.9% |