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 | $260,806 | $77,813+235.2% | $123,544+111.1% | $64,186+306.3% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -5.53% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $10,417 | $3,014+245.6% | $4,628+125.1% | $2,381+337.5% |
| Participant deferral / active EE | $7,088 | $5,240+35.3% | $6,426+10.3% | $3,470+104.3% |
| Admin fee / account holder | $41,303 | $5,519+648.4% | $9,284+344.9% | $4,888+745.0% |