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 | $293,495 | $142,344+106.2% | $119,609+145.4% | $134,475+118.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -3.82% | -12.44%+8.6pp | -14.97%+11.1pp | 417.96%-421.8pp |
| Employer contribution / active EE | $11,799 | $5,222+125.9% | $4,232+178.8% | $4,740+148.9% |
| Participant deferral / active EE | $3,600 | $6,469-44.4% | $5,602-35.7% | $6,400-43.7% |
| Admin fee / account holder | $543 | $13,584-96.0% | $10,323-94.7% | $11,426-95.2% |