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 | $315,693 | $110,094+186.7% | $151,611+108.2% | $68,494+360.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.31% | -10.12%-7.2pp | 3.33%-20.6pp | -7.84%-9.5pp |
| Employer contribution / active EE | $21,484 | $4,471+380.6% | $6,166+248.4% | $2,596+727.5% |
| Participant deferral / active EE | $11,301 | $6,527+73.1% | $8,363+35.1% | $4,027+180.6% |
| Admin fee / account holder | $12,938 | $7,719+67.6% | $11,616+11.4% | $5,403+139.5% |