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 | $320,310 | $90,519+253.9% | $93,789+241.5% | $134,475+138.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.93% | -15.72%-0.2pp | -11.33%-4.6pp | 417.96%-433.9pp |
| Employer contribution / active EE | $11,772 | $4,343+171.1% | $4,323+172.3% | $4,740+148.4% |
| Participant deferral / active EE | $10,204 | $5,978+70.7% | $6,094+67.4% | $6,400+59.4% |
| Admin fee / account holder | $9,083 | $9,252-1.8% | $7,195+26.2% | $11,426-20.5% |