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 | $272,492 | $77,813+250.2% | $123,544+120.6% | $64,186+324.5% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.6pp |
| Annual return | -4.56% | 12.48%-17.0pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $10,236 | $3,014+239.6% | $4,628+121.2% | $2,381+329.9% |
| Participant deferral / active EE | $11,845 | $5,240+126.0% | $6,426+84.3% | $3,470+241.4% |
| Admin fee / account holder | $14,808 | $5,519+168.3% | $9,284+59.5% | $4,888+202.9% |