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 | $598,076 | $95,862+523.9% | $79,550+651.8% | $134,475+344.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.42% | -2.69%-11.7pp | 0.16%-14.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $22,000 | $3,128+603.3% | $2,413+811.7% | $4,740+364.2% |
| Participant deferral / active EE | $10,803 | $4,693+130.2% | $3,985+171.1% | $6,400+68.8% |
| Admin fee / account holder | $14,314 | $9,126+56.8% | $6,832+109.5% | $11,426+25.3% |