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 | $542,908 | $142,344+281.4% | $119,609+353.9% | $134,475+303.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.18% | -12.44%-6.7pp | -14.97%-4.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $19,307 | $5,222+269.7% | $4,232+356.2% | $4,740+307.4% |
| Participant deferral / active EE | $13,970 | $6,469+115.9% | $5,602+149.4% | $6,400+118.3% |
| Admin fee / account holder | $22,597 | $13,584+66.4% | $10,323+118.9% | $11,426+97.8% |