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 | $415,056 | $82,664+402.1% | $125,339+231.1% | $68,494+506.0% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -11.40% | -5.97%-5.4pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,406 | $3,381+89.5% | $4,814+33.1% | $2,596+146.7% |
| Participant deferral / active EE | $12,992 | $6,110+112.6% | $7,446+74.5% | $4,027+222.6% |
| Admin fee / account holder | $6,434 | $6,275+2.5% | $10,010-35.7% | $5,403+19.1% |