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 | $297,567 | $100,754+195.3% | $86,677+243.3% | $134,475+121.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.72% | 29.04%-47.8pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,126 | $3,489-39.1% | $2,836-25.0% | $4,740-55.1% |
| Participant deferral / active EE | $8,249 | $5,338+54.5% | $4,656+77.2% | $6,400+28.9% |
| Admin fee / account holder | $3,367 | $10,926-69.2% | $7,493-55.1% | $11,426-70.5% |