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 | $282,841 | $82,664+242.2% | $125,339+125.7% | $68,494+312.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -19.32% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,495 | $3,381+3.4% | $4,814-27.4% | $2,596+34.6% |
| Participant deferral / active EE | $10,417 | $6,110+70.5% | $7,446+39.9% | $4,027+158.7% |
| Admin fee / account holder | $19,479 | $6,275+210.4% | $10,010+94.6% | $5,403+260.5% |