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 | $789,084 | $142,344+454.3% | $119,609+559.7% | $134,475+486.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.11% | -12.44%+8.3pp | -14.97%+10.9pp | 417.96%-422.1pp |
| Employer contribution / active EE | $2,678 | $5,222-48.7% | $4,232-36.7% | $4,740-43.5% |
| Participant deferral / active EE | $19,500 | $6,469+201.4% | $5,602+248.1% | $6,400+204.7% |
| Admin fee / account holder | $10,415 | $13,584-23.3% | $10,323+0.9% | $11,426-8.8% |