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 | $278,767 | $64,707+330.8% | $112,228+148.4% | $68,494+307.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.34% | -11.40%-0.9pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $6,315 | $2,746+130.0% | $3,635+73.7% | $2,596+143.2% |
| Participant deferral / active EE | $9,251 | $3,565+159.5% | $4,728+95.7% | $4,027+129.7% |
| Admin fee / account holder | $23,833 | $5,232+355.5% | $6,410+271.8% | $5,403+341.1% |