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 | $319,327 | $82,664+286.3% | $125,339+154.8% | $68,494+366.2% |
| Participation rate | 92.0% | 75.0%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -12.58% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $29,681 | $3,381+777.9% | $4,814+516.6% | $2,596+1043.2% |
| Participant deferral / active EE | $14,187 | $6,110+132.2% | $7,446+90.5% | $4,027+252.3% |
| Admin fee / account holder | $8,994 | $6,275+43.3% | $10,010-10.1% | $5,403+66.5% |