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 | $356,963 | $45,863+678.3% | $77,024+363.4% | $68,494+421.2% |
| Participation rate | 97.5% | 55.9%+41.6pp | 67.9%+29.6pp | 67.9%+29.6pp |
| Annual return | -16.63% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,929 | $1,650+138.2% | $2,812+39.7% | $2,596+51.3% |
| Participant deferral / active EE | $7,870 | $2,962+165.7% | $4,426+77.8% | $4,027+95.4% |
| Admin fee / account holder | $25,633 | $3,041+743.0% | $5,425+372.5% | $5,403+374.5% |