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 | $259,505 | $48,265+437.7% | $68,791+277.2% | $68,494+278.9% |
| Participation rate | 94.7% | 60.7%+34.1pp | 69.0%+25.7pp | 67.9%+26.8pp |
| Annual return | -16.95% | -12.71%-4.2pp | -6.38%-10.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $11,723 | $1,829+541.1% | $2,655+341.5% | $2,596+351.5% |
| Participant deferral / active EE | $13,130 | $2,867+358.0% | $3,941+233.2% | $4,027+226.0% |
| Admin fee / account holder | $7,256 | $4,355+66.6% | $4,932+47.1% | $5,403+34.3% |