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 | $541,449 | $167,307+223.6% | $143,757+276.6% | $134,475+302.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.89% | 0.46%-11.4pp | -0.04%-10.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $10,835 | $5,619+92.8% | $4,951+118.8% | $4,740+128.6% |
| Participant deferral / active EE | $8,090 | $6,446+25.5% | $5,637+43.5% | $6,400+26.4% |
| Admin fee / account holder | $7,529 | $18,088-58.4% | $14,673-48.7% | $11,426-34.1% |