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 | $347,781 | $76,000+357.6% | $154,107+125.7% | $64,186+441.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.91% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $12,295 | $3,351+266.9% | $5,298+132.1% | $2,381+416.4% |
| Participant deferral / active EE | $1,368 | $3,175-56.9% | $5,081-73.1% | $3,470-60.6% |
| Admin fee / account holder | $65,592 | $5,596+1072.1% | $13,411+389.1% | $4,888+1241.9% |