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 | $506,829 | $106,543+375.7% | $91,220+455.6% | $134,475+276.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.30% | 160.60%-177.9pp | 114.01%-131.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $15,326 | $3,331+360.2% | $2,850+437.7% | $4,740+223.3% |
| Participant deferral / active EE | $13,863 | $4,719+193.8% | $4,234+227.4% | $6,400+116.6% |
| Admin fee / account holder | $1,473 | $6,231-76.4% | $5,420-72.8% | $11,426-87.1% |