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 | $987,640 | $142,344+593.8% | $119,609+725.7% | $134,475+634.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $29,026 | $5,222+455.8% | $4,232+585.9% | $4,740+512.4% |
| Participant deferral / active EE | $7,481 | $6,469+15.6% | $5,602+33.5% | $6,400+16.9% |
| Admin fee / account holder | $18,546 | $13,584+36.5% | $10,323+79.6% | $11,426+62.3% |