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 | $298,501 | $110,094+171.1% | $151,611+96.9% | $68,494+335.8% |
| Participation rate | 92.6% | 84.0%+8.6pp | 87.5%+5.1pp | 67.9%+24.7pp |
| Annual return | -14.81% | -10.12%-4.7pp | 3.33%-18.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $8,619 | $4,471+92.8% | $6,166+39.8% | $2,596+232.0% |
| Participant deferral / active EE | $13,978 | $6,527+114.1% | $8,363+67.1% | $4,027+247.1% |
| Admin fee / account holder | $3,259 | $7,719-57.8% | $11,616-71.9% | $5,403-39.7% |