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 | $253,582 | $69,010+267.5% | $159,960+58.5% | $68,494+270.2% |
| Participation rate | 98.1% | 65.4%+32.7pp | 78.0%+20.1pp | 67.9%+30.2pp |
| Annual return | -15.04% | -9.65%-5.4pp | 408.60%-423.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $9,753 | $2,213+340.6% | $4,226+130.8% | $2,596+275.7% |
| Participant deferral / active EE | $8,740 | $4,212+107.5% | $6,182+41.4% | $4,027+117.0% |
| Admin fee / account holder | $24,341 | $4,798+407.3% | $8,698+179.9% | $5,403+350.5% |