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 | $251,306 | $82,664+204.0% | $125,339+100.5% | $68,494+266.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $13,024 | $3,381+285.2% | $4,814+170.6% | $2,596+401.6% |
| Participant deferral / active EE | $9,807 | $6,110+60.5% | $7,446+31.7% | $4,027+143.5% |
| Admin fee / account holder | $1,489 | $6,275-76.3% | $10,010-85.1% | $5,403-72.4% |