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 | $323,973 | $142,344+127.6% | $119,609+170.9% | $134,475+140.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.30% | -12.44%-1.9pp | -14.97%+0.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,427 | $5,222-34.4% | $4,232-19.0% | $4,740-27.7% |
| Participant deferral / active EE | $17,691 | $6,469+173.5% | $5,602+215.8% | $6,400+176.4% |
| Admin fee / account holder | $4,575 | $13,584-66.3% | $10,323-55.7% | $11,426-60.0% |