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 | $320,431 | $142,344+125.1% | $119,609+167.9% | $134,475+138.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $19,428 | $5,222+272.0% | $4,232+359.1% | $4,740+309.9% |
| Participant deferral / active EE | $10,634 | $6,469+64.4% | $5,602+89.8% | $6,400+66.2% |
| Admin fee / account holder | $3,902 | $13,584-71.3% | $10,323-62.2% | $11,426-65.8% |