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 | $284,692 | $77,813+265.9% | $123,544+130.4% | $64,186+343.5% |
| Participation rate | 93.7% | 74.7%+18.9pp | 82.3%+11.4pp | 69.6%+24.1pp |
| Annual return | -6.66% | 12.48%-19.1pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,549 | $3,014+117.3% | $4,628+41.5% | $2,381+175.1% |
| Participant deferral / active EE | $10,689 | $5,240+104.0% | $6,426+66.4% | $3,470+208.1% |
| Admin fee / account holder | $9,926 | $5,519+79.9% | $9,284+6.9% | $4,888+103.1% |