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 | $914,670 | $167,307+446.7% | $143,757+536.3% | $134,475+580.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $31,665 | $5,619+463.5% | $4,951+539.6% | $4,740+568.1% |
| Participant deferral / active EE | $17,824 | $6,446+176.5% | $5,637+216.2% | $6,400+178.5% |
| Admin fee / account holder | $45,077 | $18,088+149.2% | $14,673+207.2% | $11,426+294.5% |