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 | $283,281 | $82,664+242.7% | $125,339+126.0% | $68,494+313.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.52% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $9,968 | $3,381+194.8% | $4,814+107.1% | $2,596+283.9% |
| Participant deferral / active EE | $9,282 | $6,110+51.9% | $7,446+24.6% | $4,027+130.5% |
| Admin fee / account holder | $20,920 | $6,275+233.4% | $10,010+109.0% | $5,403+287.2% |