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 | $639,305 | $167,307+282.1% | $143,757+344.7% | $134,475+375.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.39% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $14,312 | $5,619+154.7% | $4,951+189.1% | $4,740+202.0% |
| Participant deferral / active EE | $18,682 | $6,446+189.8% | $5,637+231.4% | $6,400+191.9% |
| Admin fee / account holder | $71,154 | $18,088+293.4% | $14,673+384.9% | $11,426+522.7% |