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 | $373,153 | $82,664+351.4% | $125,339+197.7% | $68,494+444.8% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -16.83% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,342 | $3,381+87.6% | $4,814+31.7% | $2,596+144.3% |
| Participant deferral / active EE | $13,105 | $6,110+114.5% | $7,446+76.0% | $4,027+225.4% |
| Admin fee / account holder | $68,162 | $6,275+986.2% | $10,010+581.0% | $5,403+1161.6% |