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 | $440,765 | $48,265+813.2% | $68,791+540.7% | $68,494+543.5% |
| Participation rate | 97.7% | 60.7%+37.0pp | 69.0%+28.6pp | 67.9%+29.8pp |
| Annual return | -15.35% | -12.71%-2.6pp | -6.38%-9.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $28,458 | $1,829+1456.3% | $2,655+971.8% | $2,596+996.1% |
| Participant deferral / active EE | $12,207 | $2,867+325.8% | $3,941+209.7% | $4,027+203.1% |
| Admin fee / account holder | $69,735 | $4,355+1501.1% | $4,932+1314.0% | $5,403+1190.7% |