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 | $352,473 | $82,664+326.4% | $125,339+181.2% | $68,494+414.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $20,872 | $3,381+517.3% | $4,814+333.6% | $2,596+703.9% |
| Participant deferral / active EE | $12,877 | $6,110+110.7% | $7,446+72.9% | $4,027+219.8% |
| Admin fee / account holder | $52,536 | $6,275+737.2% | $10,010+424.9% | $5,403+872.4% |