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 8-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 | $382,654 | $110,094+247.6% | $151,611+152.4% | $68,494+458.7% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.3pp |
| Annual return | -18.01% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $16,725 | $4,471+274.1% | $6,166+171.2% | $2,596+544.2% |
| Participant deferral / active EE | $16,129 | $6,527+147.1% | $8,363+92.8% | $4,027+300.5% |
| Admin fee / account holder | $18,418 | $7,719+138.6% | $11,616+58.6% | $5,403+240.9% |