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 | $304,777 | $64,707+371.0% | $112,228+171.6% | $68,494+345.0% |
| Participation rate | 94.6% | 67.2%+27.4pp | 75.1%+19.5pp | 67.9%+26.7pp |
| Annual return | -14.84% | -11.40%-3.4pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,785 | $2,746+74.3% | $3,635+31.7% | $2,596+84.3% |
| Participant deferral / active EE | $8,236 | $3,565+131.0% | $4,728+74.2% | $4,027+104.5% |
| Admin fee / account holder | $20,283 | $5,232+287.7% | $6,410+216.4% | $5,403+275.4% |