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 | $587,668 | $167,484+250.9% | $151,611+287.6% | $134,475+337.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.65% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,756 | $6,829-1.1% | $6,166+9.6% | $4,740+42.6% |
| Participant deferral / active EE | $19,440 | $8,986+116.3% | $8,363+132.4% | $6,400+203.8% |
| Admin fee / account holder | $7,606 | $13,783-44.8% | $11,616-34.5% | $11,426-33.4% |