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 | $586,656 | $82,664+609.7% | $125,339+368.1% | $68,494+756.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -14.14% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,000 | $6,110+47.3% | $7,446+20.9% | $4,027+123.5% |
| Admin fee / account holder | $31,279 | $6,275+398.4% | $10,010+212.5% | $5,403+479.0% |