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 | $306,959 | $85,790+257.8% | $67,313+356.0% | $135,375+126.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.22% | -0.54%-3.7pp | -4.08%-0.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $13,767 | $3,487+294.8% | $2,566+436.6% | $4,779+188.1% |
| Participant deferral / active EE | $11,694 | $4,651+151.4% | $3,568+227.7% | $5,609+108.5% |
| Admin fee / account holder | $2,816 | $6,392-56.0% | $4,507-37.5% | $10,827-74.0% |