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 | $389,690 | $82,664+371.4% | $125,339+210.9% | $68,494+468.9% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -13.89% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $10,741 | $3,381+217.7% | $4,814+123.1% | $2,596+313.7% |
| Participant deferral / active EE | $9,538 | $6,110+56.1% | $7,446+28.1% | $4,027+136.8% |
| Admin fee / account holder | $633 | $6,275-89.9% | $10,010-93.7% | $5,403-88.3% |