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 | $333,032 | $211,958+57.1% | $169,463+96.5% | $135,375+146.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.12% | 3.26%-6.4pp | 1.83%-5.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,108 | $5,120-78.4% | $4,159-73.4% | $4,779-76.8% |
| Participant deferral / active EE | $1,338 | $6,075-78.0% | $5,277-74.6% | $5,609-76.1% |
| Admin fee / account holder | $3,135 | $11,471-72.7% | $9,109-65.6% | $10,827-71.0% |