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 | $778,026 | $133,958+480.8% | $112,228+593.3% | $134,475+478.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.47% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $14,341 | $4,038+255.1% | $3,635+294.6% | $4,740+202.6% |
| Participant deferral / active EE | $11,615 | $5,291+119.5% | $4,728+145.7% | $6,400+81.5% |
| Admin fee / account holder | $68,370 | $7,489+813.0% | $6,410+966.6% | $11,426+498.4% |