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 | $288,537 | $90,519+218.8% | $93,789+207.6% | $134,475+114.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.05% | -15.72%-1.3pp | -11.33%-5.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,325 | $4,343+45.6% | $4,323+46.3% | $4,740+33.5% |
| Participant deferral / active EE | $11,493 | $5,978+92.2% | $6,094+88.6% | $6,400+79.6% |
| Admin fee / account holder | $32,273 | $9,252+248.8% | $7,195+348.6% | $11,426+182.5% |