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 | $294,163 | $73,867+298.2% | $143,757+104.6% | $68,494+329.5% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.3pp |
| Annual return | -15.06% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $17,221 | $3,184+440.8% | $4,951+247.8% | $2,596+563.3% |
| Participant deferral / active EE | $5,726 | $3,384+69.2% | $5,637+1.6% | $4,027+42.2% |
| Admin fee / account holder | $18,167 | $5,755+215.7% | $14,673+23.8% | $5,403+236.3% |