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 | $289,764 | $82,664+250.5% | $125,339+131.2% | $68,494+323.0% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,856 | $3,381+43.6% | $4,814+0.9% | $2,596+87.0% |
| Participant deferral / active EE | $10,807 | $6,110+76.9% | $7,446+45.1% | $4,027+168.4% |
| Admin fee / account holder | $5,275 | $6,275-15.9% | $10,010-47.3% | $5,403-2.4% |