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 | $428,382 | $133,958+219.8% | $112,228+281.7% | $134,475+218.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.74% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $11,663 | $4,038+188.8% | $3,635+220.9% | $4,740+146.1% |
| Participant deferral / active EE | $10,040 | $5,291+89.8% | $4,728+112.4% | $6,400+56.9% |
| Admin fee / account holder | $2,756 | $7,489-63.2% | $6,410-57.0% | $11,426-75.9% |