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 | $267,692 | $82,286+225.3% | $68,791+289.1% | $134,475+99.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.83% | -2.19%-15.6pp | -6.38%-11.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,415 | $3,301+64.1% | $2,655+104.0% | $4,740+14.3% |
| Participant deferral / active EE | $6,583 | $4,739+38.9% | $3,941+67.0% | $6,400+2.9% |
| Admin fee / account holder | $18,131 | $6,481+179.8% | $4,932+267.6% | $11,426+58.7% |