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 | $287,927 | $110,094+161.5% | $151,611+89.9% | $68,494+320.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -5.15% | -10.12%+5.0pp | 3.33%-8.5pp | -7.84%+2.7pp |
| Employer contribution / active EE | $16,000 | $4,471+257.9% | $6,166+159.5% | $2,596+516.3% |
| Participant deferral / active EE | $6,067 | $6,527-7.1% | $8,363-27.5% | $4,027+50.6% |
| Admin fee / account holder | $53,045 | $7,719+587.2% | $11,616+356.7% | $5,403+881.8% |