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 | $825,845 | $211,958+289.6% | $169,463+387.3% | $135,375+510.0% |
| Participation rate | 92.9% | 82.6%+10.2pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -4.64% | 3.26%-7.9pp | 1.83%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $7,494 | $5,120+46.4% | $4,159+80.2% | $4,779+56.8% |
| Participant deferral / active EE | $21,814 | $6,075+259.1% | $5,277+313.4% | $5,609+288.9% |
| Admin fee / account holder | $3,999 | $11,471-65.1% | $9,109-56.1% | $10,827-63.1% |