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 | $708,253 | $100,754+603.0% | $86,677+717.1% | $134,475+426.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.69% | 29.04%-37.7pp | 35.91%-44.6pp | 417.96%-426.7pp |
| Employer contribution / active EE | $2,552 | $3,489-26.9% | $2,836-10.0% | $4,740-46.2% |
| Participant deferral / active EE | $11,000 | $5,338+106.1% | $4,656+136.3% | $6,400+71.9% |
| Admin fee / account holder | $83,525 | $10,926+664.4% | $7,493+1014.7% | $11,426+631.0% |