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 | $651,088 | $48,265+1249.0% | $68,791+846.5% | $68,494+850.6% |
| Participation rate | 96.8% | 60.7%+36.1pp | 69.0%+27.7pp | 67.9%+28.9pp |
| Annual return | -13.01% | -12.71%-0.3pp | -6.38%-6.6pp | -7.84%-5.2pp |
| Employer contribution / active EE | $16,991 | $1,829+829.2% | $2,655+539.9% | $2,596+554.4% |
| Participant deferral / active EE | $17,127 | $2,867+497.4% | $3,941+334.6% | $4,027+325.3% |
| Admin fee / account holder | $107,716 | $4,355+2373.2% | $4,932+2084.1% | $5,403+1893.7% |