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 | $451,422 | $167,307+169.8% | $143,757+214.0% | $134,475+235.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -15.27% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $21,192 | $5,619+277.1% | $4,951+328.0% | $4,740+347.1% |
| Participant deferral / active EE | $15,695 | $6,446+143.5% | $5,637+178.4% | $6,400+145.2% |
| Admin fee / account holder | $14,434 | $18,088-20.2% | $14,673-1.6% | $11,426+26.3% |