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 | $344,625 | $142,344+142.1% | $119,609+188.1% | $134,475+156.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.05% | -12.44%-4.6pp | -14.97%-2.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $22,308 | $5,222+327.2% | $4,232+427.1% | $4,740+370.7% |
| Participant deferral / active EE | $9,000 | $6,469+39.1% | $5,602+60.7% | $6,400+40.6% |
| Admin fee / account holder | $3,813 | $13,584-71.9% | $10,323-63.1% | $11,426-66.6% |