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 | $351,258 | $75,828+363.2% | $147,614+138.0% | $59,632+489.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.38% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $8,815 | $3,485+153.0% | $5,564+58.4% | $2,203+300.2% |
| Participant deferral / active EE | $6,409 | $3,130+104.7% | $4,895+30.9% | $3,192+100.8% |
| Admin fee / account holder | $3,985 | $5,985-33.4% | $11,611-65.7% | $4,297-7.3% |