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 | $283,075 | $82,664+242.4% | $125,339+125.8% | $68,494+313.3% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $9,126 | $3,381+169.9% | $4,814+89.6% | $2,596+251.5% |
| Participant deferral / active EE | $14,037 | $6,110+129.7% | $7,446+88.5% | $4,027+248.6% |
| Admin fee / account holder | $10,340 | $6,275+64.8% | $10,010+3.3% | $5,403+91.4% |