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 | $339,165 | $82,664+310.3% | $125,339+170.6% | $68,494+395.2% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -16.32% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,291 | $3,381-2.7% | $4,814-31.6% | $2,596+26.8% |
| Participant deferral / active EE | $7,303 | $6,110+19.5% | $7,446-1.9% | $4,027+81.3% |
| Admin fee / account holder | $27,865 | $6,275+344.0% | $10,010+178.4% | $5,403+415.8% |