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 | $283,897 | $73,004+288.9% | $90,749+212.8% | $68,494+314.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.97% | -13.81%-0.2pp | -12.16%-1.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,448 | $2,193+57.3% | $2,921+18.1% | $2,596+32.8% |
| Participant deferral / active EE | $6,213 | $3,627+71.3% | $4,564+36.1% | $4,027+54.3% |
| Admin fee / account holder | $16,342 | $5,896+177.2% | $8,445+93.5% | $5,403+202.5% |