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 | $383,976 | $82,664+364.5% | $125,339+206.4% | $68,494+460.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.71% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $12,097 | $3,381+257.8% | $4,814+151.3% | $2,596+365.9% |
| Participant deferral / active EE | $10,255 | $6,110+67.8% | $7,446+37.7% | $4,027+154.6% |
| Admin fee / account holder | $39,299 | $6,275+526.2% | $10,010+292.6% | $5,403+627.4% |