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 | $264,135 | $81,900+222.5% | $119,609+120.8% | $68,494+285.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.89% | -23.82%+5.9pp | -14.97%-2.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $7,906 | $2,693+193.5% | $4,232+86.8% | $2,596+204.5% |
| Participant deferral / active EE | $19,431 | $4,148+368.5% | $5,602+246.9% | $4,027+382.5% |
| Admin fee / account holder | $6,744 | $6,582+2.5% | $10,323-34.7% | $5,403+24.8% |