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 | $323,908 | $82,664+291.8% | $125,339+158.4% | $68,494+372.9% |
| Participation rate | 71.0% | 75.0%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -13.01% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,655 | $3,381-21.5% | $4,814-44.8% | $2,596+2.3% |
| Participant deferral / active EE | $4,713 | $6,110-22.9% | $7,446-36.7% | $4,027+17.0% |
| Admin fee / account holder | $16,297 | $6,275+159.7% | $10,010+62.8% | $5,403+201.6% |