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 | $556,236 | $75,935+632.5% | $60,547+818.7% | $125,391+343.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.13% | -5.38%+5.5pp | 335.64%-335.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $3,681 | $3,438+7.1% | $2,419+52.2% | $4,866-24.3% |
| Participant deferral / active EE | $7,182 | $4,506+59.4% | $3,328+115.8% | $5,352+34.2% |
| Admin fee / account holder | $8,840 | $6,768+30.6% | $4,536+94.9% | $9,540-7.3% |