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 | $362,187 | $175,600+106.3% | $129,110+180.5% | $134,475+169.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.82% | -11.39%-0.4pp | -10.94%-0.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $11,074 | $6,355+74.3% | $5,052+119.2% | $4,740+133.6% |
| Participant deferral / active EE | $9,950 | $7,975+24.8% | $6,542+52.1% | $6,400+55.5% |
| Admin fee / account holder | $8,924 | $23,567-62.1% | $14,302-37.6% | $11,426-21.9% |