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 | $888,281 | $131,829+573.8% | $108,579+718.1% | $273,961+224.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.38% | -91.57%+99.9pp | -51.70%+60.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,844 | $4,912-42.1% | $3,758-24.3% | $4,869-41.6% |
| Participant deferral / active EE | $6,433 | $5,127+25.5% | $4,311+49.2% | $5,287+21.7% |
| Admin fee / account holder | $31,284 | $10,252+205.2% | $7,645+309.2% | $10,132+208.8% |