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 | $425,918 | $48,265+782.5% | $68,791+519.1% | $68,494+521.8% |
| Participation rate | 93.1% | 60.7%+32.4pp | 69.0%+24.1pp | 67.9%+25.2pp |
| Annual return | -14.94% | -12.71%-2.2pp | -6.38%-8.6pp | -7.84%-7.1pp |
| Employer contribution / active EE | $15,791 | $1,829+763.5% | $2,655+494.7% | $2,596+508.2% |
| Participant deferral / active EE | $17,309 | $2,867+503.8% | $3,941+339.2% | $4,027+329.8% |
| Admin fee / account holder | $44,337 | $4,355+918.0% | $4,932+799.0% | $5,403+720.6% |