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 | $355,719 | $82,664+330.3% | $125,339+183.8% | $68,494+419.3% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -14.95% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $8,024 | $3,381+137.3% | $4,814+66.7% | $2,596+209.0% |
| Participant deferral / active EE | $14,925 | $6,110+144.3% | $7,446+100.4% | $4,027+270.6% |
| Admin fee / account holder | $38,764 | $6,275+517.7% | $10,010+287.3% | $5,403+617.5% |