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 8-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 | $422,772 | $95,862+341.0% | $79,550+431.5% | $134,475+214.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.00% | -2.69%-10.3pp | 0.16%-13.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $12,873 | $3,128+311.5% | $2,413+433.4% | $4,740+171.6% |
| Participant deferral / active EE | $18,000 | $4,693+283.6% | $3,985+351.7% | $6,400+181.3% |
| Admin fee / account holder | $2,286 | $9,126-74.9% | $6,832-66.5% | $11,426-80.0% |