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 | $323,963 | $82,664+291.9% | $125,339+158.5% | $68,494+373.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.32% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $14,392 | $3,381+325.7% | $4,814+199.0% | $2,596+454.3% |
| Participant deferral / active EE | $19,114 | $6,110+212.8% | $7,446+156.7% | $4,027+374.6% |
| Admin fee / account holder | $25,271 | $6,275+302.7% | $10,010+152.5% | $5,403+367.8% |