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 | $468,123 | $82,664+466.3% | $125,339+273.5% | $68,494+583.4% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -13.97% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,841 | $3,381-16.0% | $4,814-41.0% | $2,596+9.4% |
| Participant deferral / active EE | $13,595 | $6,110+122.5% | $7,446+82.6% | $4,027+237.6% |
| Admin fee / account holder | $7,363 | $6,275+17.3% | $10,010-26.4% | $5,403+36.3% |