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 | $512,269 | $75,828+575.6% | $147,614+247.0% | $59,632+759.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.06% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,249 | $3,485-64.2% | $5,564-77.6% | $2,203-43.3% |
| Participant deferral / active EE | $7,274 | $3,130+132.4% | $4,895+48.6% | $3,192+127.9% |
| Admin fee / account holder | $1,887 | $5,985-68.5% | $11,611-83.7% | $4,297-56.1% |