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 | $356,775 | $73,867+383.0% | $143,757+148.2% | $68,494+420.9% |
| Participation rate | 89.4% | 66.7%+22.7pp | 80.3%+9.1pp | 67.9%+21.5pp |
| Annual return | -14.03% | 1.01%-15.0pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $19,186 | $3,184+502.6% | $4,951+287.5% | $2,596+639.0% |
| Participant deferral / active EE | $14,083 | $3,384+316.1% | $5,637+149.8% | $4,027+249.7% |
| Admin fee / account holder | $25,394 | $5,755+341.3% | $14,673+73.1% | $5,403+370.0% |