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 | $266,886 | $64,707+312.5% | $112,228+137.8% | $68,494+289.6% |
| Participation rate | 98.8% | 67.2%+31.6pp | 75.1%+23.7pp | 67.9%+30.9pp |
| Annual return | -13.94% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $12,334 | $2,746+349.2% | $3,635+239.3% | $2,596+375.1% |
| Participant deferral / active EE | $13,572 | $3,565+280.7% | $4,728+187.1% | $4,027+237.0% |
| Admin fee / account holder | $45,640 | $5,232+772.3% | $6,410+612.0% | $5,403+744.7% |