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 | $529,985 | $82,664+541.1% | $125,339+322.8% | $68,494+673.8% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $13,349 | $3,381+294.8% | $4,814+177.3% | $2,596+414.1% |
| Participant deferral / active EE | $16,551 | $6,110+170.9% | $7,446+122.3% | $4,027+311.0% |
| Admin fee / account holder | $4,437 | $6,275-29.3% | $10,010-55.7% | $5,403-17.9% |