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 | $602,055 | $167,307+259.9% | $143,757+318.8% | $134,475+347.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.67% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $10,446 | $5,619+85.9% | $4,951+111.0% | $4,740+120.4% |
| Participant deferral / active EE | $13,000 | $6,446+101.7% | $5,637+130.6% | $6,400+103.1% |
| Admin fee / account holder | $43,749 | $18,088+141.9% | $14,673+198.2% | $11,426+282.9% |