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 | $285,765 | $82,664+245.7% | $125,339+128.0% | $68,494+317.2% |
| Participation rate | 88.6% | 75.0%+13.6pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -17.14% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $9,437 | $3,381+179.1% | $4,814+96.0% | $2,596+263.5% |
| Participant deferral / active EE | $11,258 | $6,110+84.2% | $7,446+51.2% | $4,027+179.6% |
| Admin fee / account holder | $19,282 | $6,275+207.3% | $10,010+92.6% | $5,403+256.9% |