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 6-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 | $254,984 | $56,357+352.4% | $104,294+144.5% | $68,494+272.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -4.72% | -9.19%+4.5pp | 24.61%-29.3pp | -7.84%+3.1pp |
| Employer contribution / active EE | $10,076 | $1,960+414.0% | $3,372+198.8% | $2,596+288.1% |
| Participant deferral / active EE | $4,532 | $3,077+47.3% | $4,625-2.0% | $4,027+12.5% |
| Admin fee / account holder | $32,626 | $4,903+565.5% | $7,339+344.5% | $5,403+503.9% |