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 | $374,014 | $82,286+354.5% | $68,791+443.7% | $134,475+178.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.89% | -2.19%-8.7pp | -6.38%-4.5pp | 417.96%-428.9pp |
| Employer contribution / active EE | $12,675 | $3,301+284.0% | $2,655+377.4% | $4,740+167.4% |
| Participant deferral / active EE | $13,640 | $4,739+187.9% | $3,941+246.1% | $6,400+113.1% |
| Admin fee / account holder | $7,873 | $6,481+21.5% | $4,932+59.6% | $11,426-31.1% |