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 | $417,049 | $211,958+96.8% | $169,463+146.1% | $135,375+208.1% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -6.41% | 3.26%-9.7pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,451 | $5,120+6.5% | $4,159+31.1% | $4,779+14.1% |
| Participant deferral / active EE | $15,505 | $6,075+155.2% | $5,277+193.8% | $5,609+176.4% |
| Admin fee / account holder | $498 | $11,471-95.7% | $9,109-94.5% | $10,827-95.4% |