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 | $333,878 | $95,862+248.3% | $79,550+319.7% | $134,475+148.3% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -19.26% | -2.69%-16.6pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $14,089 | $3,128+350.4% | $2,413+483.9% | $4,740+197.3% |
| Participant deferral / active EE | $7,443 | $4,693+58.6% | $3,985+86.8% | $6,400+16.3% |
| Admin fee / account holder | $3,881 | $9,126-57.5% | $6,832-43.2% | $11,426-66.0% |