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 | $305,670 | $133,958+128.2% | $112,228+172.4% | $134,475+127.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.61% | 47.11%-53.7pp | 27.45%-34.1pp | 417.96%-424.6pp |
| Employer contribution / active EE | $35,714 | $4,038+784.5% | $3,635+882.6% | $4,740+653.5% |
| Participant deferral / active EE | $5,880 | $5,291+11.1% | $4,728+24.4% | $6,400-8.1% |
| Admin fee / account holder | $51,873 | $7,489+592.7% | $6,410+709.2% | $11,426+354.0% |