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 | $272,563 | $82,286+231.2% | $68,791+296.2% | $134,475+102.7% |
| Participation rate | 95.2% | 75.1%+20.2pp | 69.0%+26.2pp | 81.2%+14.0pp |
| Annual return | -19.02% | -2.19%-16.8pp | -6.38%-12.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $9,678 | $3,301+193.2% | $2,655+264.5% | $4,740+104.2% |
| Participant deferral / active EE | $10,537 | $4,739+122.4% | $3,941+167.4% | $6,400+64.6% |
| Admin fee / account holder | $7,196 | $6,481+11.0% | $4,932+45.9% | $11,426-37.0% |