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 | $371,228 | $82,664+349.1% | $125,339+196.2% | $68,494+442.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.98% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,095 | $3,381+21.1% | $4,814-14.9% | $2,596+57.7% |
| Participant deferral / active EE | $11,735 | $6,110+92.0% | $7,446+57.6% | $4,027+191.4% |
| Admin fee / account holder | $12,566 | $6,275+100.2% | $10,010+25.5% | $5,403+132.6% |