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 | $272,703 | $45,863+494.6% | $77,024+254.1% | $68,494+298.1% |
| Participation rate | 76.8% | 55.9%+20.9pp | 67.9%+8.9pp | 67.9%+8.9pp |
| Annual return | -12.07% | 1.72%-13.8pp | 42.32%-54.4pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,650 | $2,962+360.8% | $4,426+208.4% | $4,027+239.0% |
| Admin fee / account holder | $3,856 | $3,041+26.8% | $5,425-28.9% | $5,403-28.6% |