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 | $464,644 | $142,344+226.4% | $119,609+288.5% | $134,475+245.5% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -13.67% | -12.44%-1.2pp | -14.97%+1.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $20,333 | $5,222+289.4% | $4,232+380.5% | $4,740+329.0% |
| Participant deferral / active EE | $11,658 | $6,469+80.2% | $5,602+108.1% | $6,400+82.2% |
| Admin fee / account holder | $3,322 | $13,584-75.5% | $10,323-67.8% | $11,426-70.9% |