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 | $358,830 | $95,862+274.3% | $79,550+351.1% | $134,475+166.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -15.03% | -2.69%-12.3pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,272 | $3,128-59.4% | $2,413-47.3% | $4,740-73.2% |
| Participant deferral / active EE | $2,068 | $4,693-55.9% | $3,985-48.1% | $6,400-67.7% |
| Admin fee / account holder | $23,695 | $9,126+159.6% | $6,832+246.8% | $11,426+107.4% |