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 | $416,856 | $54,350+667.0% | $82,719+403.9% | $68,494+508.6% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -17.69% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $29,055 | $2,218+1209.9% | $3,009+865.6% | $2,596+1019.1% |
| Participant deferral / active EE | $15,305 | $3,246+371.5% | $4,395+248.2% | $4,027+280.0% |
| Admin fee / account holder | $131,136 | $4,395+2883.5% | $5,329+2360.9% | $5,403+2327.2% |