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 | $432,489 | $167,307+158.5% | $143,757+200.8% | $134,475+221.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.73% | 0.46%-8.2pp | -0.04%-7.7pp | 417.96%-425.7pp |
| Employer contribution / active EE | $11,926 | $5,619+112.2% | $4,951+140.9% | $4,740+151.6% |
| Participant deferral / active EE | $4,190 | $6,446-35.0% | $5,637-25.7% | $6,400-34.5% |
| Admin fee / account holder | $5,786 | $18,088-68.0% | $14,673-60.6% | $11,426-49.4% |