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 | $335,613 | $95,862+250.1% | $79,550+321.9% | $134,475+149.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.36% | -2.69%-11.7pp | 0.16%-14.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,754 | $3,128-43.9% | $2,413-27.3% | $4,740-63.0% |
| Participant deferral / active EE | $12,036 | $4,693+156.5% | $3,985+202.0% | $6,400+88.1% |
| Admin fee / account holder | $400 | $9,126-95.6% | $6,832-94.1% | $11,426-96.5% |