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 | $400,021 | $48,265+728.8% | $68,791+481.5% | $68,494+484.0% |
| Participation rate | 96.3% | 60.7%+35.6pp | 69.0%+27.3pp | 67.9%+28.4pp |
| Annual return | -18.63% | -12.71%-5.9pp | -6.38%-12.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $22,354 | $1,829+1122.5% | $2,655+741.9% | $2,596+761.0% |
| Participant deferral / active EE | $13,401 | $2,867+367.5% | $3,941+240.0% | $4,027+232.8% |
| Admin fee / account holder | $5,136 | $4,355+17.9% | $4,932+4.1% | $5,403-4.9% |