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 9-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 | $673,470 | $76,000+786.1% | $154,107+337.0% | $64,186+949.3% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.45% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $46,014 | $3,351+1273.2% | $5,298+768.6% | $2,381+1832.7% |
| Participant deferral / active EE | $2,507 | $3,175-21.0% | $5,081-50.6% | $3,470-27.7% |
| Admin fee / account holder | $15,269 | $5,596+172.8% | $13,411+13.9% | $4,888+212.4% |