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 | $334,229 | $142,344+134.8% | $119,609+179.4% | $134,475+148.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $15,297 | $5,222+192.9% | $4,232+261.5% | $4,740+222.7% |
| Participant deferral / active EE | $6,595 | $6,469+1.9% | $5,602+17.7% | $6,400+3.0% |
| Admin fee / account holder | $8,270 | $13,584-39.1% | $10,323-19.9% | $11,426-27.6% |