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 | $464,002 | $105,860+338.3% | $90,749+411.3% | $134,475+245.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.42% | -11.01%-8.4pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $12,592 | $3,462+263.7% | $2,921+331.1% | $4,740+165.7% |
| Participant deferral / active EE | $16,319 | $5,216+212.9% | $4,564+257.5% | $6,400+155.0% |
| Admin fee / account holder | $8,143 | $13,938-41.6% | $8,445-3.6% | $11,426-28.7% |