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 | $477,976 | $76,000+528.9% | $154,107+210.2% | $64,186+644.7% |
| Participation rate | 96.4% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.8pp |
| Annual return | -6.28% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $22,693 | $3,351+577.2% | $5,298+328.4% | $2,381+853.1% |
| Participant deferral / active EE | $6,049 | $3,175+90.5% | $5,081+19.1% | $3,470+74.4% |
| Admin fee / account holder | $26,534 | $5,596+374.1% | $13,411+97.9% | $4,888+442.8% |