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 7-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 | $369,162 | $82,664+346.6% | $125,339+194.5% | $68,494+439.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $7,865 | $3,381+132.6% | $4,814+63.4% | $2,596+202.9% |
| Participant deferral / active EE | $8,949 | $6,110+46.5% | $7,446+20.2% | $4,027+122.2% |
| Admin fee / account holder | $57,703 | $6,275+819.5% | $10,010+476.5% | $5,403+968.0% |