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 | $259,344 | $82,664+213.7% | $125,339+106.9% | $68,494+278.6% |
| Participation rate | 86.5% | 75.0%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $9,809 | $3,381+190.1% | $4,814+103.8% | $2,596+277.8% |
| Participant deferral / active EE | $11,129 | $6,110+82.1% | $7,446+49.5% | $4,027+176.3% |
| Admin fee / account holder | $46,481 | $6,275+640.7% | $10,010+364.4% | $5,403+760.3% |