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 | $532,108 | $64,707+722.3% | $112,228+374.1% | $68,494+676.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.07% | -11.40%+1.3pp | 27.45%-37.5pp | -7.84%-2.2pp |
| Employer contribution / active EE | $13,078 | $2,746+376.3% | $3,635+259.8% | $2,596+403.7% |
| Participant deferral / active EE | $7,721 | $3,565+116.6% | $4,728+63.3% | $4,027+91.7% |
| Admin fee / account holder | $13,199 | $5,232+152.3% | $6,410+105.9% | $5,403+144.3% |