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 | $453,768 | $167,484+170.9% | $151,611+199.3% | $134,475+237.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.01% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,380 | $6,829-35.9% | $6,166-29.0% | $4,740-7.6% |
| Participant deferral / active EE | $8,332 | $8,986-7.3% | $8,363-0.4% | $6,400+30.2% |
| Admin fee / account holder | $2,727 | $13,783-80.2% | $11,616-76.5% | $11,426-76.1% |