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 | $534,938 | $72,404+638.8% | $110,238+385.3% | $64,186+733.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.25% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,222 | $2,282+41.2% | $3,826-15.8% | $2,381+35.4% |
| Participant deferral / active EE | $3,690 | $3,469+6.4% | $4,672-21.0% | $3,470+6.4% |
| Admin fee / account holder | $6,466 | $5,664+14.2% | $8,547-24.3% | $4,888+32.3% |