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 | $269,792 | $57,354+370.4% | $83,848+221.8% | $64,186+320.3% |
| Participation rate | 97.7% | 68.6%+29.1pp | 76.1%+21.5pp | 69.6%+28.1pp |
| Annual return | -3.56% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $7,047 | $2,545+176.9% | $3,631+94.1% | $2,381+196.0% |
| Participant deferral / active EE | $8,880 | $2,993+196.7% | $4,082+117.6% | $3,470+155.9% |
| Admin fee / account holder | $10,309 | $4,046+154.8% | $5,478+88.2% | $4,888+110.9% |