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 | $315,069 | $129,942+142.5% | $104,294+202.1% | $134,475+134.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.78% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $26,439 | $4,184+531.9% | $3,372+684.2% | $4,740+457.8% |
| Participant deferral / active EE | $26,439 | $5,588+373.2% | $4,625+471.7% | $6,400+313.1% |
| Admin fee / account holder | $75,042 | $9,323+704.9% | $7,339+922.4% | $11,426+556.8% |