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 | $340,439 | $82,664+311.8% | $125,339+171.6% | $68,494+397.0% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -15.98% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $15,266 | $3,381+351.5% | $4,814+217.1% | $2,596+488.0% |
| Participant deferral / active EE | $12,607 | $6,110+106.3% | $7,446+69.3% | $4,027+213.0% |
| Admin fee / account holder | $6,041 | $6,275-3.7% | $10,010-39.6% | $5,403+11.8% |