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 | $272,310 | $82,664+229.4% | $125,339+117.3% | $68,494+297.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.56% | -5.97%-7.6pp | 572.05%-585.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $10,928 | $3,381+223.2% | $4,814+127.0% | $2,596+320.9% |
| Participant deferral / active EE | $10,193 | $6,110+66.8% | $7,446+36.9% | $4,027+153.1% |
| Admin fee / account holder | $36,493 | $6,275+481.5% | $10,010+264.6% | $5,403+575.5% |