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 | $352,319 | $142,344+147.5% | $119,609+194.6% | $134,475+162.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.31% | -12.44%-6.9pp | -14.97%-4.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $13,194 | $5,222+152.7% | $4,232+211.8% | $4,740+178.4% |
| Participant deferral / active EE | $16,528 | $6,469+155.5% | $5,602+195.0% | $6,400+158.3% |
| Admin fee / account holder | $650 | $13,584-95.2% | $10,323-93.7% | $11,426-94.3% |