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 | $409,472 | $95,862+327.1% | $79,550+414.7% | $134,475+204.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.27% | -2.69%-17.6pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $15,144 | $3,128+384.1% | $2,413+527.6% | $4,740+219.5% |
| Participant deferral / active EE | $10,603 | $4,693+125.9% | $3,985+166.1% | $6,400+65.7% |
| Admin fee / account holder | $548 | $9,126-94.0% | $6,832-92.0% | $11,426-95.2% |