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 | $252,669 | $82,664+205.7% | $125,339+101.6% | $68,494+268.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,686 | $3,381+38.6% | $4,814-2.7% | $2,596+80.5% |
| Participant deferral / active EE | $16,424 | $6,110+168.8% | $7,446+120.6% | $4,027+307.8% |
| Admin fee / account holder | $30,850 | $6,275+391.6% | $10,010+208.2% | $5,403+471.0% |