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 | $297,720 | $142,344+109.2% | $119,609+148.9% | $134,475+121.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.56% | -12.44%+3.9pp | -14.97%+6.4pp | 417.96%-426.5pp |
| Employer contribution / active EE | $3,857 | $5,222-26.1% | $4,232-8.9% | $4,740-18.6% |
| Participant deferral / active EE | $18,000 | $6,469+178.2% | $5,602+221.3% | $6,400+181.3% |
| Admin fee / account holder | $2,832 | $13,584-79.1% | $10,323-72.6% | $11,426-75.2% |