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 | $325,651 | $107,791+202.1% | $90,645+259.3% | $135,375+140.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.16% | -0.90%-7.3pp | 1.88%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,441 | $3,018-19.1% | $2,532-3.6% | $4,779-48.9% |
| Participant deferral / active EE | $16,000 | $3,872+313.2% | $3,425+367.2% | $5,609+185.3% |
| Admin fee / account holder | $7,704 | $5,930+29.9% | $4,994+54.3% | $10,827-28.8% |