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 | $671,264 | $100,754+566.2% | $86,677+674.4% | $134,475+399.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.87% | 29.04%-40.9pp | 35.91%-47.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $9,530 | $3,489+173.1% | $2,836+236.0% | $4,740+101.1% |
| Participant deferral / active EE | $6,254 | $5,338+17.2% | $4,656+34.3% | $6,400-2.3% |
| Admin fee / account holder | $34,091 | $10,926+212.0% | $7,493+355.0% | $11,426+198.4% |