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 | $556,224 | $95,862+480.2% | $79,550+599.2% | $134,475+313.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -14.21% | -2.69%-11.5pp | 0.16%-14.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,865 | $3,128+55.5% | $2,413+101.6% | $4,740+2.6% |
| Participant deferral / active EE | $2,333 | $4,693-50.3% | $3,985-41.4% | $6,400-63.5% |
| Admin fee / account holder | $26,989 | $9,126+195.7% | $6,832+295.0% | $11,426+136.2% |