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 | $554,335 | $167,307+231.3% | $143,757+285.6% | $134,475+312.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.46% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $10,004 | $5,619+78.0% | $4,951+102.1% | $4,740+111.1% |
| Participant deferral / active EE | $10,798 | $6,446+67.5% | $5,637+91.6% | $6,400+68.7% |
| Admin fee / account holder | $4,856 | $18,088-73.2% | $14,673-66.9% | $11,426-57.5% |