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 | $336,075 | $82,664+306.6% | $125,339+168.1% | $68,494+390.7% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $9,825 | $3,381+190.6% | $4,814+104.1% | $2,596+278.4% |
| Participant deferral / active EE | $17,318 | $6,110+183.4% | $7,446+132.6% | $4,027+330.0% |
| Admin fee / account holder | $3,464 | $6,275-44.8% | $10,010-65.4% | $5,403-35.9% |