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 6-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 | $396,901 | $110,094+260.5% | $151,611+161.8% | $68,494+479.5% |
| Participation rate | 83.7% | 84.0%-0.3pp | 87.5%-3.8pp | 67.9%+15.8pp |
| Annual return | -15.19% | -10.12%-5.1pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $8,009 | $4,471+79.1% | $6,166+29.9% | $2,596+208.5% |
| Participant deferral / active EE | $11,710 | $6,527+79.4% | $8,363+40.0% | $4,027+190.8% |
| Admin fee / account holder | $23,687 | $7,719+206.9% | $11,616+103.9% | $5,403+338.4% |