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 | $317,539 | $82,630+284.3% | $64,105+395.3% | $125,391+153.2% |
| Participation rate | 94.4% | 75.9%+18.6pp | 68.2%+26.3pp | 83.2%+11.3pp |
| Annual return | -0.01% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $8,333 | $2,671+212.0% | $1,820+357.9% | $4,866+71.3% |
| Participant deferral / active EE | $9,552 | $3,608+164.7% | $2,822+238.5% | $5,352+78.5% |
| Admin fee / account holder | $2,080 | $6,382-67.4% | $4,499-53.8% | $9,540-78.2% |