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 | $400,594 | $85,790+366.9% | $67,313+495.1% | $135,375+195.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.38% | -0.54%-6.8pp | -4.08%-3.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $10,687 | $3,487+206.4% | $2,566+316.5% | $4,779+123.6% |
| Participant deferral / active EE | $8,655 | $4,651+86.1% | $3,568+142.6% | $5,609+54.3% |
| Admin fee / account holder | $3,143 | $6,392-50.8% | $4,507-30.3% | $10,827-71.0% |