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 | $488,044 | $167,484+191.4% | $151,611+221.9% | $134,475+262.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.81% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $9,391 | $6,829+37.5% | $6,166+52.3% | $4,740+98.1% |
| Participant deferral / active EE | $22,484 | $8,986+150.2% | $8,363+168.8% | $6,400+251.3% |
| Admin fee / account holder | $76,488 | $13,783+454.9% | $11,616+558.5% | $11,426+569.4% |