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 | $334,419 | $110,094+203.8% | $151,611+120.6% | $68,494+388.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -14.37% | -10.12%-4.3pp | 3.33%-17.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $7,787 | $4,471+74.2% | $6,166+26.3% | $2,596+199.9% |
| Participant deferral / active EE | $9,639 | $6,527+47.7% | $8,363+15.2% | $4,027+139.3% |
| Admin fee / account holder | $2,334 | $7,719-69.8% | $11,616-79.9% | $5,403-56.8% |