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 | $372,920 | $73,867+404.9% | $143,757+159.4% | $68,494+444.5% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -13.83% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $5,505 | $3,184+72.9% | $4,951+11.2% | $2,596+112.0% |
| Participant deferral / active EE | $5,321 | $3,384+57.2% | $5,637-5.6% | $4,027+32.1% |
| Admin fee / account holder | $945 | $5,755-83.6% | $14,673-93.6% | $5,403-82.5% |