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 | $504,407 | $87,540+476.2% | $75,781+565.6% | $125,391+302.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.34% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $11,933 | $3,930+203.6% | $3,323+259.1% | $4,866+145.2% |
| Participant deferral / active EE | $10,202 | $4,229+141.2% | $3,651+179.4% | $5,352+90.6% |
| Admin fee / account holder | $31,389 | $6,502+382.8% | $5,299+492.3% | $9,540+229.0% |