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 | $544,525 | $48,265+1028.2% | $68,791+691.6% | $68,494+695.0% |
| Participation rate | 94.9% | 60.7%+34.2pp | 69.0%+25.8pp | 67.9%+27.0pp |
| Annual return | -11.58% | -12.71%+1.1pp | -6.38%-5.2pp | -7.84%-3.7pp |
| Employer contribution / active EE | $29,831 | $1,829+1531.3% | $2,655+1023.5% | $2,596+1049.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $78,824 | $4,355+1709.8% | $4,932+1498.3% | $5,403+1359.0% |