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 | $425,164 | $142,344+198.7% | $119,609+255.5% | $134,475+216.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.74% | -12.44%-5.3pp | -14.97%-2.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,369 | $5,222-54.6% | $4,232-44.0% | $4,740-50.0% |
| Participant deferral / active EE | $9,208 | $6,469+42.3% | $5,602+64.4% | $6,400+43.9% |
| Admin fee / account holder | $1,852 | $13,584-86.4% | $10,323-82.1% | $11,426-83.8% |