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 | $487,225 | $142,344+242.3% | $119,609+307.3% | $134,475+262.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.83% | -12.44%-1.4pp | -14.97%+1.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $18,676 | $5,222+257.6% | $4,232+341.3% | $4,740+294.0% |
| Participant deferral / active EE | $15,578 | $6,469+140.8% | $5,602+178.1% | $6,400+143.4% |
| Admin fee / account holder | $5,562 | $13,584-59.1% | $10,323-46.1% | $11,426-51.3% |