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 | $389,496 | $82,664+371.2% | $125,339+210.8% | $68,494+468.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -18.12% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,725 | $3,381+69.3% | $4,814+18.9% | $2,596+120.5% |
| Participant deferral / active EE | $13,996 | $6,110+129.0% | $7,446+88.0% | $4,027+247.5% |
| Admin fee / account holder | $2,925 | $6,275-53.4% | $10,010-70.8% | $5,403-45.9% |