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 | $401,353 | $94,529+324.6% | $140,016+186.6% | $64,186+525.3% |
| Participation rate | 88.5% | 84.1%+4.4pp | 87.5%+1.0pp | 69.6%+18.9pp |
| Annual return | -4.41% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $16,440 | $3,812+331.2% | $5,606+193.3% | $2,381+590.5% |
| Participant deferral / active EE | $14,142 | $5,250+169.4% | $6,927+104.2% | $3,470+307.6% |
| Admin fee / account holder | $51,257 | $6,741+660.4% | $10,705+378.8% | $4,888+948.6% |