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 | $391,073 | $77,813+402.6% | $123,544+216.5% | $64,186+509.3% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.8pp |
| Annual return | -4.03% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $24,765 | $3,014+721.7% | $4,628+435.1% | $2,381+940.2% |
| Participant deferral / active EE | $4,155 | $5,240-20.7% | $6,426-35.3% | $3,470+19.7% |
| Admin fee / account holder | $25,184 | $5,519+356.3% | $9,284+171.3% | $4,888+415.2% |