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 | $348,065 | $110,094+216.2% | $151,611+129.6% | $68,494+408.2% |
| Participation rate | 97.1% | 84.0%+13.1pp | 87.5%+9.6pp | 67.9%+29.2pp |
| Annual return | -16.88% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $10,270 | $4,471+129.7% | $6,166+66.6% | $2,596+295.5% |
| Participant deferral / active EE | $10,037 | $6,527+53.8% | $8,363+20.0% | $4,027+149.2% |
| Admin fee / account holder | $6,732 | $7,719-12.8% | $11,616-42.0% | $5,403+24.6% |