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 | $434,823 | $90,519+380.4% | $93,789+363.6% | $134,475+223.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.88% | -15.72%-1.2pp | -11.33%-5.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,841 | $4,343-11.5% | $4,323-11.1% | $4,740-19.0% |
| Participant deferral / active EE | $9,171 | $5,978+53.4% | $6,094+50.5% | $6,400+43.3% |
| Admin fee / account holder | $69,393 | $9,252+650.0% | $7,195+864.5% | $11,426+507.3% |