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 | $292,670 | $82,664+254.0% | $125,339+133.5% | $68,494+327.3% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -5.03% | -5.97%+0.9pp | 572.05%-577.1pp | -7.84%+2.8pp |
| Employer contribution / active EE | $12,161 | $3,381+259.7% | $4,814+152.6% | $2,596+368.4% |
| Participant deferral / active EE | $8,462 | $6,110+38.5% | $7,446+13.6% | $4,027+110.1% |
| Admin fee / account holder | $5,114 | $6,275-18.5% | $10,010-48.9% | $5,403-5.3% |