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 | $428,059 | $142,344+200.7% | $119,609+257.9% | $134,475+218.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.03% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,920 | $5,222+13.4% | $4,232+39.9% | $4,740+24.9% |
| Participant deferral / active EE | $15,833 | $6,469+144.7% | $5,602+182.6% | $6,400+147.4% |
| Admin fee / account holder | $2,452 | $13,584-82.0% | $10,323-76.3% | $11,426-78.5% |