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 | $463,338 | $64,707+616.1% | $112,228+312.9% | $68,494+576.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.24% | -11.40%-7.8pp | 27.45%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $21,480 | $2,746+682.3% | $3,635+491.0% | $2,596+727.3% |
| Participant deferral / active EE | $7,917 | $3,565+122.1% | $4,728+67.4% | $4,027+96.6% |
| Admin fee / account holder | $77,520 | $5,232+1381.6% | $6,410+1109.3% | $5,403+1334.8% |