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 | $296,447 | $133,958+121.3% | $112,228+164.1% | $134,475+120.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.54% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $12,450 | $4,038+208.3% | $3,635+242.5% | $4,740+162.7% |
| Participant deferral / active EE | $6,575 | $5,291+24.3% | $4,728+39.1% | $6,400+2.7% |
| Admin fee / account holder | $19,316 | $7,489+157.9% | $6,410+201.3% | $11,426+69.1% |