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 | $375,388 | $142,344+163.7% | $119,609+213.8% | $134,475+179.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,480 | $5,222-52.5% | $4,232-41.4% | $4,740-47.7% |
| Participant deferral / active EE | $4,816 | $6,469-25.6% | $5,602-14.0% | $6,400-24.7% |
| Admin fee / account holder | $91,051 | $13,584+570.3% | $10,323+782.0% | $11,426+696.9% |