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 | $290,305 | $82,664+251.2% | $125,339+131.6% | $68,494+323.8% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.61% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,761 | $3,381+70.4% | $4,814+19.7% | $2,596+121.9% |
| Participant deferral / active EE | $6,695 | $6,110+9.6% | $7,446-10.1% | $4,027+66.2% |
| Admin fee / account holder | $4,134 | $6,275-34.1% | $10,010-58.7% | $5,403-23.5% |