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 | $294,546 | $82,664+256.3% | $125,339+135.0% | $68,494+330.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.21% | -5.97%-8.2pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,538 | $3,381+4.7% | $4,814-26.5% | $2,596+36.3% |
| Participant deferral / active EE | $8,100 | $6,110+32.6% | $7,446+8.8% | $4,027+101.1% |
| Admin fee / account holder | $7,339 | $6,275+16.9% | $10,010-26.7% | $5,403+35.8% |