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 | $324,443 | $82,664+292.5% | $125,339+158.9% | $68,494+373.7% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $20,059 | $3,381+493.3% | $4,814+316.7% | $2,596+672.6% |
| Participant deferral / active EE | $9,725 | $6,110+59.2% | $7,446+30.6% | $4,027+141.5% |
| Admin fee / account holder | $61,173 | $6,275+874.8% | $10,010+511.1% | $5,403+1032.3% |