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 | $271,428 | $81,900+231.4% | $119,609+126.9% | $68,494+296.3% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | -18.18% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $6,228 | $2,693+131.2% | $4,232+47.2% | $2,596+139.9% |
| Participant deferral / active EE | $14,463 | $4,148+248.7% | $5,602+158.2% | $4,027+259.1% |
| Admin fee / account holder | $28,502 | $6,582+333.1% | $10,323+176.1% | $5,403+427.6% |