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 | $280,076 | $110,094+154.4% | $151,611+84.7% | $68,494+308.9% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -16.13% | -10.12%-6.0pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $20,927 | $4,471+368.1% | $6,166+239.4% | $2,596+706.0% |
| Participant deferral / active EE | $19,346 | $6,527+196.4% | $8,363+131.3% | $4,027+380.4% |
| Admin fee / account holder | $11,580 | $7,719+50.0% | $11,616-0.3% | $5,403+114.3% |