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 | $465,823 | $76,000+512.9% | $154,107+202.3% | $64,186+625.7% |
| Participation rate | 86.1% | 70.4%+15.7pp | 83.0%+3.1pp | 69.6%+16.5pp |
| Annual return | -1.93% | 30.32%-32.2pp | 735.12%-737.0pp | 7.63%-9.6pp |
| Employer contribution / active EE | $18,958 | $3,351+465.8% | $5,298+257.9% | $2,381+696.3% |
| Participant deferral / active EE | $13,148 | $3,175+314.1% | $5,081+158.8% | $3,470+278.9% |
| Admin fee / account holder | $68,670 | $5,596+1127.1% | $13,411+412.0% | $4,888+1304.9% |