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 4-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 | $315,199 | $175,600+79.5% | $129,110+144.1% | $134,475+134.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -8.85% | -11.39%+2.5pp | -10.94%+2.1pp | 417.96%-426.8pp |
| Employer contribution / active EE | $3,840 | $6,355-39.6% | $5,052-24.0% | $4,740-19.0% |
| Participant deferral / active EE | $10,136 | $7,975+27.1% | $6,542+54.9% | $6,400+58.4% |
| Admin fee / account holder | $877 | $23,567-96.3% | $14,302-93.9% | $11,426-92.3% |