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 | $663,296 | $67,331+885.1% | $60,874+989.6% | $134,475+393.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.03% | 49.93%-61.0pp | 16.90%-27.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $12,077 | $3,096+290.0% | $2,701+347.0% | $4,740+154.8% |
| Participant deferral / active EE | $10,437 | $4,538+130.0% | $3,817+173.4% | $6,400+63.1% |
| Admin fee / account holder | $7,692 | $4,582+67.9% | $3,224+138.6% | $11,426-32.7% |