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 | $388,713 | $77,813+399.5% | $123,544+214.6% | $64,186+505.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.10% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $13,543 | $3,014+349.3% | $4,628+192.6% | $2,381+468.8% |
| Participant deferral / active EE | $11,032 | $5,240+110.5% | $6,426+71.7% | $3,470+218.0% |
| Admin fee / account holder | $8,842 | $5,519+60.2% | $9,284-4.8% | $4,888+80.9% |