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 | $469,453 | $90,519+418.6% | $93,789+400.5% | $134,475+249.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.28% | -15.72%+1.4pp | -11.33%-3.0pp | 417.96%-432.2pp |
| Employer contribution / active EE | $7,722 | $4,343+77.8% | $4,323+78.6% | $4,740+62.9% |
| Participant deferral / active EE | $8,851 | $5,978+48.1% | $6,094+45.2% | $6,400+38.3% |
| Admin fee / account holder | $21,596 | $9,252+133.4% | $7,195+200.2% | $11,426+89.0% |