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 | $256,695 | $64,707+296.7% | $112,228+128.7% | $68,494+274.8% |
| Participation rate | 94.9% | 67.2%+27.7pp | 75.1%+19.8pp | 67.9%+27.0pp |
| Annual return | -13.45% | -11.40%-2.1pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $14,113 | $2,746+414.0% | $3,635+288.3% | $2,596+443.6% |
| Participant deferral / active EE | $3,027 | $3,565-15.1% | $4,728-36.0% | $4,027-24.8% |
| Admin fee / account holder | $12,521 | $5,232+139.3% | $6,410+95.3% | $5,403+131.8% |