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 | $414,523 | $110,094+276.5% | $151,611+173.4% | $68,494+505.2% |
| Participation rate | 98.4% | 84.0%+14.5pp | 87.5%+10.9pp | 67.9%+30.5pp |
| Annual return | -15.73% | -10.12%-5.6pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $21,419 | $4,471+379.1% | $6,166+247.4% | $2,596+725.0% |
| Participant deferral / active EE | $16,666 | $6,527+155.3% | $8,363+99.3% | $4,027+313.8% |
| Admin fee / account holder | $38,023 | $7,719+392.6% | $11,616+227.3% | $5,403+603.8% |