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 | $389,756 | $85,790+354.3% | $67,313+479.0% | $135,375+187.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.19% | -0.54%-3.7pp | -4.08%-0.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,323 | $3,487-62.1% | $2,566-48.4% | $4,779-72.3% |
| Participant deferral / active EE | $1,604 | $4,651-65.5% | $3,568-55.0% | $5,609-71.4% |
| Admin fee / account holder | $12,073 | $6,392+88.9% | $4,507+167.9% | $10,827+11.5% |