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 | $266,625 | $82,664+222.5% | $125,339+112.7% | $68,494+289.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.13% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $13,432 | $3,381+297.3% | $4,814+179.1% | $2,596+417.4% |
| Participant deferral / active EE | $16,595 | $6,110+171.6% | $7,446+122.9% | $4,027+312.1% |
| Admin fee / account holder | $34,115 | $6,275+443.6% | $10,010+240.8% | $5,403+531.4% |