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 | $255,105 | $77,813+227.8% | $123,544+106.5% | $64,186+297.4% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -5.95% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,396 | $3,014+45.9% | $4,628-5.0% | $2,381+84.6% |
| Participant deferral / active EE | $12,257 | $5,240+133.9% | $6,426+90.8% | $3,470+253.3% |
| Admin fee / account holder | $8,605 | $5,519+55.9% | $9,284-7.3% | $4,888+76.0% |