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 | $285,964 | $77,813+267.5% | $123,544+131.5% | $64,186+345.5% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -4.12% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $17,390 | $3,014+477.0% | $4,628+275.8% | $2,381+630.4% |
| Participant deferral / active EE | $3,596 | $5,240-31.4% | $6,426-44.0% | $3,470+3.6% |
| Admin fee / account holder | $9,972 | $5,519+80.7% | $9,284+7.4% | $4,888+104.0% |