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 | $359,123 | $82,664+334.4% | $125,339+186.5% | $68,494+424.3% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.1pp |
| Annual return | -13.71% | -5.97%-7.7pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $11,929 | $3,381+252.8% | $4,814+147.8% | $2,596+359.5% |
| Participant deferral / active EE | $12,588 | $6,110+106.0% | $7,446+69.0% | $4,027+212.6% |
| Admin fee / account holder | $5,515 | $6,275-12.1% | $10,010-44.9% | $5,403+2.1% |