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 | $311,506 | $82,664+276.8% | $125,339+148.5% | $68,494+354.8% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -17.52% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $11,544 | $3,381+241.4% | $4,814+139.8% | $2,596+344.6% |
| Participant deferral / active EE | $12,874 | $6,110+110.7% | $7,446+72.9% | $4,027+219.7% |
| Admin fee / account holder | $10,447 | $6,275+66.5% | $10,010+4.4% | $5,403+93.4% |