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 | $285,230 | $72,404+293.9% | $110,238+158.7% | $64,186+344.4% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.1pp |
| Annual return | -5.62% | -6.29%+0.7pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,263 | $2,282+86.8% | $3,826+11.4% | $2,381+79.0% |
| Participant deferral / active EE | $6,268 | $3,469+80.7% | $4,672+34.2% | $3,470+80.7% |
| Admin fee / account holder | $20,521 | $5,664+262.3% | $8,547+140.1% | $4,888+319.8% |