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 | $374,433 | $64,707+478.7% | $112,228+233.6% | $68,494+446.7% |
| Participation rate | 94.7% | 67.2%+27.6pp | 75.1%+19.7pp | 67.9%+26.8pp |
| Annual return | -12.72% | -11.40%-1.3pp | 27.45%-40.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $16,051 | $2,746+484.6% | $3,635+341.6% | $2,596+518.2% |
| Participant deferral / active EE | $9,416 | $3,565+164.1% | $4,728+99.1% | $4,027+133.8% |
| Admin fee / account holder | $6,843 | $5,232+30.8% | $6,410+6.8% | $5,403+26.7% |