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 9-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 | $609,316 | $73,867+724.9% | $143,757+323.9% | $68,494+789.6% |
| Participation rate | 75.5% | 66.7%+8.8pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | -7.40% | 1.01%-8.4pp | -0.04%-7.4pp | -7.84%+0.4pp |
| Employer contribution / active EE | $2,983 | $3,184-6.3% | $4,951-39.8% | $2,596+14.9% |
| Participant deferral / active EE | $3,424 | $3,384+1.2% | $5,637-39.3% | $4,027-15.0% |
| Admin fee / account holder | $4,331 | $5,755-24.7% | $14,673-70.5% | $5,403-19.8% |