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 | $373,776 | $142,344+162.6% | $119,609+212.5% | $134,475+178.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.49% | -12.44%0pp | -14.97%+2.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $11,327 | $5,222+116.9% | $4,232+167.6% | $4,740+139.0% |
| Participant deferral / active EE | $12,451 | $6,469+92.5% | $5,602+122.3% | $6,400+94.6% |
| Admin fee / account holder | $1,610 | $13,584-88.1% | $10,323-84.4% | $11,426-85.9% |