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 | $250,366 | $82,664+202.9% | $125,339+99.8% | $68,494+265.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.17% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,120 | $3,381-7.7% | $4,814-35.2% | $2,596+20.2% |
| Participant deferral / active EE | $13,402 | $6,110+119.3% | $7,446+80.0% | $4,027+232.8% |
| Admin fee / account holder | $2,644 | $6,275-57.9% | $10,010-73.6% | $5,403-51.1% |