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 | $350,027 | $76,000+360.6% | $154,107+127.1% | $64,186+445.3% |
| Participation rate | 89.3% | 70.4%+18.9pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | -3.43% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $7,365 | $3,351+119.8% | $5,298+39.0% | $2,381+209.3% |
| Participant deferral / active EE | $5,017 | $3,175+58.0% | $5,081-1.3% | $3,470+44.6% |
| Admin fee / account holder | $2,193 | $5,596-60.8% | $13,411-83.6% | $4,888-55.1% |