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 | $441,621 | $100,754+338.3% | $86,677+409.5% | $134,475+228.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.08% | 29.04%-41.1pp | 35.91%-48.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $4,330 | $3,489+24.1% | $2,836+52.7% | $4,740-8.6% |
| Participant deferral / active EE | $5,282 | $5,338-1.0% | $4,656+13.5% | $6,400-17.5% |
| Admin fee / account holder | $11,723 | $10,926+7.3% | $7,493+56.4% | $11,426+2.6% |