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 | $427,646 | $110,094+288.4% | $151,611+182.1% | $68,494+524.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.14% | -10.12%-1.0pp | 3.33%-14.5pp | -7.84%-3.3pp |
| Employer contribution / active EE | $8,727 | $4,471+95.2% | $6,166+41.5% | $2,596+236.1% |
| Participant deferral / active EE | $19,367 | $6,527+196.7% | $8,363+131.6% | $4,027+380.9% |
| Admin fee / account holder | $409 | $7,719-94.7% | $11,616-96.5% | $5,403-92.4% |