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 | $295,109 | $57,354+414.5% | $83,848+252.0% | $64,186+359.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.32% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $16,473 | $2,545+547.2% | $3,631+353.7% | $2,381+591.9% |
| Participant deferral / active EE | $6,149 | $2,993+105.4% | $4,082+50.6% | $3,470+77.2% |
| Admin fee / account holder | $15,468 | $4,046+282.3% | $5,478+182.4% | $4,888+216.4% |