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 | $411,380 | $127,386+222.9% | $115,037+257.6% | $125,391+228.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.05% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $11,250 | $5,166+117.8% | $4,608+144.2% | $4,866+131.2% |
| Participant deferral / active EE | $14,000 | $6,423+118.0% | $6,026+132.3% | $5,352+161.6% |
| Admin fee / account holder | $56,003 | $9,516+488.5% | $8,175+585.0% | $9,540+487.0% |