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 | $260,261 | $105,860+145.9% | $90,749+186.8% | $134,475+93.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -6.68% | -11.01%+4.3pp | -12.16%+5.5pp | 417.96%-424.6pp |
| Employer contribution / active EE | $12,929 | $3,462+273.4% | $2,921+342.6% | $4,740+172.8% |
| Participant deferral / active EE | $12,100 | $5,216+132.0% | $4,564+165.1% | $6,400+89.1% |
| Admin fee / account holder | $329,676 | $13,938+2265.3% | $8,445+3804.0% | $11,426+2785.3% |