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 | $259,329 | $142,344+82.2% | $119,609+116.8% | $134,475+92.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.64% | -12.44%-2.2pp | -14.97%+0.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,722 | $5,222-67.0% | $4,232-59.3% | $4,740-63.7% |
| Participant deferral / active EE | $3,841 | $6,469-40.6% | $5,602-31.4% | $6,400-40.0% |
| Admin fee / account holder | $8,173 | $13,584-39.8% | $10,323-20.8% | $11,426-28.5% |