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 | $428,029 | $82,664+417.8% | $125,339+241.5% | $68,494+524.9% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -12.03% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,906 | $3,381+74.7% | $4,814+22.7% | $2,596+127.5% |
| Participant deferral / active EE | $8,859 | $6,110+45.0% | $7,446+19.0% | $4,027+120.0% |
| Admin fee / account holder | $38,360 | $6,275+511.3% | $10,010+283.2% | $5,403+610.0% |