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 | $725,284 | $167,484+333.0% | $151,611+378.4% | $134,475+439.3% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | -19.62% | 7.80%-27.4pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $36,287 | $6,829+431.4% | $6,166+488.5% | $4,740+665.6% |
| Participant deferral / active EE | $7,878 | $8,986-12.3% | $8,363-5.8% | $6,400+23.1% |
| Admin fee / account holder | $155,124 | $13,783+1025.5% | $11,616+1235.4% | $11,426+1257.7% |