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 | $300,706 | $64,707+364.7% | $112,228+167.9% | $68,494+339.0% |
| Participation rate | 98.0% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.2pp |
| Annual return | -18.49% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $16,517 | $2,746+501.5% | $3,635+354.4% | $2,596+536.2% |
| Participant deferral / active EE | $6,594 | $3,565+85.0% | $4,728+39.5% | $4,027+63.7% |
| Admin fee / account holder | $12,322 | $5,232+135.5% | $6,410+92.2% | $5,403+128.1% |