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 | $282,359 | $54,229+420.7% | $70,092+302.8% | $68,494+312.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.23% | -13.87%-3.4pp | 190.73%-208.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $6,708 | $2,018+232.4% | $2,559+162.2% | $2,596+158.4% |
| Participant deferral / active EE | $5,771 | $2,956+95.3% | $3,849+49.9% | $4,027+43.3% |
| Admin fee / account holder | $5,462 | $4,694+16.3% | $6,267-12.8% | $5,403+1.1% |