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 | $298,807 | $77,813+284.0% | $123,544+141.9% | $64,186+365.5% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -6.17% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $11,476 | $3,014+280.8% | $4,628+148.0% | $2,381+382.0% |
| Participant deferral / active EE | $13,495 | $5,240+157.5% | $6,426+110.0% | $3,470+288.9% |
| Admin fee / account holder | $2,723 | $5,519-50.7% | $9,284-70.7% | $4,888-44.3% |