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 | $460,284 | $82,664+456.8% | $125,339+267.2% | $68,494+572.0% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -10.71% | -5.97%-4.7pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $4,000 | $3,381+18.3% | $4,814-16.9% | $2,596+54.1% |
| Participant deferral / active EE | $3,910 | $6,110-36.0% | $7,446-47.5% | $4,027-2.9% |
| Admin fee / account holder | $11,623 | $6,275+85.2% | $10,010+16.1% | $5,403+115.1% |