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 | $386,378 | $76,912+402.4% | $129,110+199.3% | $68,494+464.1% |
| Participation rate | 97.5% | 69.1%+28.4pp | 77.3%+20.2pp | 67.9%+29.6pp |
| Annual return | -13.94% | -9.78%-4.2pp | -10.94%-3.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $31,222 | $3,243+862.8% | $5,052+518.0% | $2,596+1102.5% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,027-100.0% |
| Admin fee / account holder | $11,895 | $6,638+79.2% | $14,302-16.8% | $5,403+120.2% |