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 | $286,504 | $110,094+160.2% | $151,611+89.0% | $68,494+318.3% |
| Participation rate | 97.3% | 84.0%+13.3pp | 87.5%+9.8pp | 67.9%+29.4pp |
| Annual return | -17.05% | -10.12%-6.9pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $12,608 | $4,471+182.0% | $6,166+104.5% | $2,596+385.6% |
| Participant deferral / active EE | $17,219 | $6,527+163.8% | $8,363+105.9% | $4,027+327.6% |
| Admin fee / account holder | $4,187 | $7,719-45.8% | $11,616-64.0% | $5,403-22.5% |