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 | $528,574 | $142,344+271.3% | $119,609+341.9% | $134,475+293.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.35% | -12.44%-0.9pp | -14.97%+1.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,229 | $5,222-57.3% | $4,232-47.3% | $4,740-53.0% |
| Participant deferral / active EE | $13,269 | $6,469+105.1% | $5,602+136.9% | $6,400+107.3% |
| Admin fee / account holder | $15,572 | $13,584+14.6% | $10,323+50.8% | $11,426+36.3% |