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 | $283,345 | $110,094+157.4% | $151,611+86.9% | $68,494+313.7% |
| Participation rate | 97.7% | 84.0%+13.8pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -13.51% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $5,280 | $4,471+18.1% | $6,166-14.4% | $2,596+103.4% |
| Participant deferral / active EE | $11,064 | $6,527+69.5% | $8,363+32.3% | $4,027+174.7% |
| Admin fee / account holder | $59,474 | $7,719+670.5% | $11,616+412.0% | $5,403+1000.8% |