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 | $390,003 | $140,578+177.4% | $100,671+287.4% | $125,391+211.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.47% | 24.67%-25.1pp | 20.43%-20.9pp | 282.22%-282.7pp |
| Employer contribution / active EE | $10,050 | $5,965+68.5% | $4,012+150.5% | $4,866+106.5% |
| Participant deferral / active EE | $18,000 | $3,981+352.1% | $3,144+472.6% | $5,352+236.4% |
| Admin fee / account holder | $7,819 | $6,716+16.4% | $4,850+61.2% | $9,540-18.0% |