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 | $499,894 | $82,664+504.7% | $125,339+298.8% | $68,494+629.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.92% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,557 | $3,381+34.8% | $4,814-5.3% | $2,596+75.5% |
| Participant deferral / active EE | $6,983 | $6,110+14.3% | $7,446-6.2% | $4,027+73.4% |
| Admin fee / account holder | $65,533 | $6,275+944.3% | $10,010+554.7% | $5,403+1113.0% |