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 | $288,039 | $81,900+251.7% | $119,609+140.8% | $68,494+320.5% |
| Participation rate | 95.9% | 71.9%+24.0pp | 79.3%+16.7pp | 67.9%+28.0pp |
| Annual return | -16.17% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,977 | $2,693+84.8% | $4,232+17.6% | $2,596+91.7% |
| Participant deferral / active EE | $10,688 | $4,148+157.7% | $5,602+90.8% | $4,027+165.4% |
| Admin fee / account holder | $63,717 | $6,582+868.1% | $10,323+517.2% | $5,403+1079.4% |