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 | $367,045 | $142,344+157.9% | $119,609+206.9% | $134,475+172.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.54% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,975 | $5,222-4.7% | $4,232+17.6% | $4,740+5.0% |
| Participant deferral / active EE | $13,885 | $6,469+114.6% | $5,602+147.9% | $6,400+117.0% |
| Admin fee / account holder | $12,104 | $13,584-10.9% | $10,323+17.2% | $11,426+5.9% |