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 | $586,962 | $142,344+312.4% | $119,609+390.7% | $134,475+336.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.70% | -12.44%-4.3pp | -14.97%-1.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,896 | $5,222-25.4% | $4,232-7.9% | $4,740-17.8% |
| Participant deferral / active EE | $9,276 | $6,469+43.4% | $5,602+65.6% | $6,400+44.9% |
| Admin fee / account holder | $31,212 | $13,584+129.8% | $10,323+202.3% | $11,426+173.2% |