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 | $266,526 | $72,404+268.1% | $110,238+141.8% | $64,186+315.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.45% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $5,913 | $2,282+159.2% | $3,826+54.5% | $2,381+148.4% |
| Participant deferral / active EE | $14,794 | $3,469+326.4% | $4,672+216.7% | $3,470+326.4% |
| Admin fee / account holder | $4,108 | $5,664-27.5% | $8,547-51.9% | $4,888-16.0% |