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 | $529,687 | $73,867+617.1% | $143,757+268.5% | $68,494+673.3% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -17.58% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $26,610 | $3,184+735.7% | $4,951+437.5% | $2,596+924.9% |
| Participant deferral / active EE | $17,188 | $3,384+407.8% | $5,637+204.9% | $4,027+326.8% |
| Admin fee / account holder | $29,965 | $5,755+420.7% | $14,673+104.2% | $5,403+454.6% |