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 | $613,114 | $82,664+641.7% | $125,339+389.2% | $68,494+795.1% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $20,378 | $3,381+502.7% | $4,814+323.4% | $2,596+684.9% |
| Participant deferral / active EE | $15,042 | $6,110+146.2% | $7,446+102.0% | $4,027+273.5% |
| Admin fee / account holder | $12,667 | $6,275+101.8% | $10,010+26.5% | $5,403+134.4% |