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 | $308,325 | $82,664+273.0% | $125,339+146.0% | $68,494+350.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,588 | $3,381+154.0% | $4,814+78.4% | $2,596+230.8% |
| Participant deferral / active EE | $9,009 | $6,110+47.4% | $7,446+21.0% | $4,027+123.7% |
| Admin fee / account holder | $2,135 | $6,275-66.0% | $10,010-78.7% | $5,403-60.5% |