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 | $271,352 | $77,813+248.7% | $123,544+119.6% | $64,186+322.8% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -6.92% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $9,204 | $3,014+205.4% | $4,628+98.9% | $2,381+286.6% |
| Participant deferral / active EE | $13,063 | $5,240+149.3% | $6,426+103.3% | $3,470+276.5% |
| Admin fee / account holder | $8,316 | $5,519+50.7% | $9,284-10.4% | $4,888+70.1% |