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 | $373,905 | $54,229+589.5% | $70,092+433.5% | $68,494+445.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.80% | -13.87%-1.9pp | 190.73%-206.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $10,544 | $2,018+422.5% | $2,559+312.1% | $2,596+306.1% |
| Participant deferral / active EE | $13,777 | $2,956+366.1% | $3,849+258.0% | $4,027+242.1% |
| Admin fee / account holder | $7,734 | $4,694+64.8% | $6,267+23.4% | $5,403+43.2% |