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 | $561,914 | $81,900+586.1% | $119,609+369.8% | $68,494+720.4% |
| Participation rate | 96.6% | 71.9%+24.7pp | 79.3%+17.3pp | 67.9%+28.7pp |
| Annual return | -11.41% | -23.82%+12.4pp | -14.97%+3.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $15,082 | $2,693+460.0% | $4,232+256.4% | $2,596+480.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,063 | $6,582+98.5% | $10,323+26.5% | $5,403+141.8% |