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 9-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 | $600,084 | $95,862+526.0% | $79,550+654.4% | $134,475+346.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.88% | -2.69%-16.2pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $10,039 | $3,128+220.9% | $2,413+316.0% | $4,740+111.8% |
| Participant deferral / active EE | $19,251 | $4,693+310.2% | $3,985+383.1% | $6,400+200.8% |
| Admin fee / account holder | $5,332 | $9,126-41.6% | $6,832-22.0% | $11,426-53.3% |