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 7-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 | $371,593 | $110,094+237.5% | $151,611+145.1% | $68,494+442.5% |
| Participation rate | 94.0% | 84.0%+10.0pp | 87.5%+6.5pp | 67.9%+26.1pp |
| Annual return | -16.10% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $9,243 | $4,471+106.8% | $6,166+49.9% | $2,596+256.0% |
| Participant deferral / active EE | $17,561 | $6,527+169.0% | $8,363+110.0% | $4,027+336.1% |
| Admin fee / account holder | $48,195 | $7,719+524.4% | $11,616+314.9% | $5,403+792.1% |