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 | $279,305 | $110,094+153.7% | $151,611+84.2% | $68,494+307.8% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -18.30% | -10.12%-8.2pp | 3.33%-21.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $18,502 | $4,471+313.9% | $6,166+200.1% | $2,596+612.6% |
| Participant deferral / active EE | $8,140 | $6,527+24.7% | $8,363-2.7% | $4,027+102.1% |
| Admin fee / account holder | $6,204 | $7,719-19.6% | $11,616-46.6% | $5,403+14.8% |