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 5-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 | $458,722 | $129,942+253.0% | $104,294+339.8% | $134,475+241.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.42% | 42.03%-56.4pp | 24.61%-39.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,164 | $4,184-48.3% | $3,372-35.8% | $4,740-54.3% |
| Participant deferral / active EE | $11,018 | $5,588+97.2% | $4,625+138.2% | $6,400+72.2% |
| Admin fee / account holder | $2,932 | $9,323-68.6% | $7,339-60.1% | $11,426-74.3% |