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 | $340,101 | $82,664+311.4% | $125,339+171.3% | $68,494+396.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -14.67% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $12,833 | $3,381+279.6% | $4,814+166.6% | $2,596+394.3% |
| Participant deferral / active EE | $14,700 | $6,110+140.6% | $7,446+97.4% | $4,027+265.0% |
| Admin fee / account holder | $6,172 | $6,275-1.7% | $10,010-38.3% | $5,403+14.2% |