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 | $377,498 | $167,307+125.6% | $143,757+162.6% | $134,475+180.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -18.45% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $31,317 | $5,619+457.3% | $4,951+532.6% | $4,740+560.8% |
| Participant deferral / active EE | $15,510 | $6,446+140.6% | $5,637+175.1% | $6,400+142.3% |
| Admin fee / account holder | $45,419 | $18,088+151.1% | $14,673+209.5% | $11,426+297.5% |