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 | $274,522 | $73,867+271.6% | $143,757+91.0% | $68,494+300.8% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -18.82% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $5,466 | $3,184+71.7% | $4,951+10.4% | $2,596+110.5% |
| Participant deferral / active EE | $4,392 | $3,384+29.8% | $5,637-22.1% | $4,027+9.0% |
| Admin fee / account holder | $6,963 | $5,755+21.0% | $14,673-52.5% | $5,403+28.9% |