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 | $661,154 | $82,664+699.8% | $125,339+427.5% | $68,494+865.3% |
| Participation rate | 88.1% | 75.0%+13.1pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $15,379 | $3,381+354.9% | $4,814+219.5% | $2,596+492.4% |
| Participant deferral / active EE | $12,970 | $6,110+112.3% | $7,446+74.2% | $4,027+222.1% |
| Admin fee / account holder | $6,520 | $6,275+3.9% | $10,010-34.9% | $5,403+20.7% |