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 | $360,797 | $93,024+287.9% | $77,024+368.4% | $134,475+168.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.71% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $550 | $3,418-83.9% | $2,812-80.4% | $4,740-88.4% |
| Participant deferral / active EE | $4,859 | $5,238-7.2% | $4,426+9.8% | $6,400-24.1% |
| Admin fee / account holder | $8,528 | $6,944+22.8% | $5,425+57.2% | $11,426-25.4% |