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 | $385,989 | $82,664+366.9% | $125,339+208.0% | $68,494+463.5% |
| Participation rate | 94.5% | 75.0%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $6,804 | $3,381+101.2% | $4,814+41.3% | $2,596+162.1% |
| Participant deferral / active EE | $18,806 | $6,110+207.8% | $7,446+152.6% | $4,027+367.0% |
| Admin fee / account holder | $16,234 | $6,275+158.7% | $10,010+62.2% | $5,403+200.5% |