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 9-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 | $250,840 | $82,286+204.8% | $68,791+264.6% | $134,475+86.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.79% | -2.19%-16.6pp | -6.38%-12.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $28,956 | $3,301+777.3% | $2,655+990.6% | $4,740+510.9% |
| Participant deferral / active EE | $17,426 | $4,739+267.8% | $3,941+342.2% | $6,400+172.3% |
| Admin fee / account holder | $28,911 | $6,481+346.1% | $4,932+486.2% | $11,426+153.0% |