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 | $424,269 | $167,484+153.3% | $151,611+179.8% | $134,475+215.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -17.93% | 7.80%-25.7pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $9,526 | $6,829+39.5% | $6,166+54.5% | $4,740+101.0% |
| Participant deferral / active EE | $18,382 | $8,986+104.6% | $8,363+119.8% | $6,400+187.2% |
| Admin fee / account holder | $7,274 | $13,783-47.2% | $11,616-37.4% | $11,426-36.3% |