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 | $292,370 | $95,862+205.0% | $79,550+267.5% | $134,475+117.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.32% | -2.69%-1.6pp | 0.16%-4.5pp | 417.96%-422.3pp |
| Employer contribution / active EE | $13,402 | $3,128+328.4% | $2,413+455.4% | $4,740+182.8% |
| Participant deferral / active EE | $5,367 | $4,693+14.4% | $3,985+34.7% | $6,400-16.1% |
| Admin fee / account holder | $30,891 | $9,126+238.5% | $6,832+352.1% | $11,426+170.4% |