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 | $313,921 | $167,307+87.6% | $143,757+118.4% | $134,475+133.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.71% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $19,825 | $5,619+252.8% | $4,951+300.4% | $4,740+318.3% |
| Participant deferral / active EE | $13,712 | $6,446+112.7% | $5,637+143.3% | $6,400+114.3% |
| Admin fee / account holder | $34,466 | $18,088+90.5% | $14,673+134.9% | $11,426+201.6% |