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 | $315,736 | $82,664+282.0% | $125,339+151.9% | $68,494+361.0% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -18.45% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,587 | $3,381+35.7% | $4,814-4.7% | $2,596+76.7% |
| Participant deferral / active EE | $15,624 | $6,110+155.7% | $7,446+109.8% | $4,027+288.0% |
| Admin fee / account holder | $3,519 | $6,275-43.9% | $10,010-64.8% | $5,403-34.9% |