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 8-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 | $294,696 | $82,664+256.5% | $125,339+135.1% | $68,494+330.2% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,097 | $3,381+50.8% | $4,814+5.9% | $2,596+96.3% |
| Participant deferral / active EE | $11,948 | $6,110+95.5% | $7,446+60.5% | $4,027+196.7% |
| Admin fee / account holder | $6,674 | $6,275+6.3% | $10,010-33.3% | $5,403+23.5% |