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 | $344,525 | $71,883+379.3% | $86,677+297.5% | $68,494+403.0% |
| Participation rate | 96.8% | 72.2%+24.5pp | 76.6%+20.2pp | 67.9%+28.9pp |
| Annual return | -7.13% | 3.52%-10.7pp | 35.91%-43.0pp | -7.84%+0.7pp |
| Employer contribution / active EE | $3,089 | $2,173+42.2% | $2,836+8.9% | $2,596+19.0% |
| Participant deferral / active EE | $15,788 | $3,779+317.8% | $4,656+239.1% | $4,027+292.0% |
| Admin fee / account holder | $75,300 | $6,112+1132.1% | $7,493+904.9% | $5,403+1293.7% |