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 | $441,922 | $167,307+164.1% | $143,757+207.4% | $134,475+228.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.18% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $15,560 | $5,619+176.9% | $4,951+214.3% | $4,740+228.3% |
| Participant deferral / active EE | $8,683 | $6,446+34.7% | $5,637+54.0% | $6,400+35.7% |
| Admin fee / account holder | $4,358 | $18,088-75.9% | $14,673-70.3% | $11,426-61.9% |