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 | $316,358 | $110,094+187.4% | $151,611+108.7% | $68,494+361.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.69% | -10.12%-5.6pp | 3.33%-19.0pp | -7.84%-7.9pp |
| Employer contribution / active EE | $14,225 | $4,471+218.2% | $6,166+130.7% | $2,596+447.9% |
| Participant deferral / active EE | $12,894 | $6,527+97.5% | $8,363+54.2% | $4,027+220.2% |
| Admin fee / account holder | $24,839 | $7,719+221.8% | $11,616+113.8% | $5,403+359.7% |