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 | $333,153 | $75,935+338.7% | $60,547+450.2% | $125,391+165.7% |
| Participation rate | 95.5% | 76.5%+18.9pp | 68.0%+27.5pp | 83.2%+12.3pp |
| Annual return | -0.10% | -5.38%+5.3pp | 335.64%-335.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $9,329 | $3,438+171.4% | $2,419+285.6% | $4,866+91.7% |
| Participant deferral / active EE | $9,453 | $4,506+109.8% | $3,328+184.1% | $5,352+76.6% |
| Admin fee / account holder | $1,378 | $6,768-79.6% | $4,536-69.6% | $9,540-85.6% |