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 | $323,500 | $64,707+399.9% | $112,228+188.3% | $68,494+372.3% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -15.33% | -11.40%-3.9pp | 27.45%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $18,823 | $2,746+585.5% | $3,635+417.9% | $2,596+625.0% |
| Participant deferral / active EE | $11,926 | $3,565+234.5% | $4,728+152.2% | $4,027+196.1% |
| Admin fee / account holder | $35,112 | $5,232+571.1% | $6,410+447.8% | $5,403+549.9% |