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 | $416,650 | $142,344+192.7% | $119,609+248.3% | $134,475+209.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.73% | -12.44%+2.7pp | -14.97%+5.2pp | 417.96%-427.7pp |
| Employer contribution / active EE | $20,497 | $5,222+292.5% | $4,232+384.4% | $4,740+332.5% |
| Participant deferral / active EE | $22,758 | $6,469+251.8% | $5,602+306.2% | $6,400+255.6% |
| Admin fee / account holder | $1,645 | $13,584-87.9% | $10,323-84.1% | $11,426-85.6% |