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 | $873,391 | $167,307+422.0% | $143,757+507.5% | $134,475+549.5% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -16.23% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $31,025 | $5,619+452.1% | $4,951+526.6% | $4,740+554.6% |
| Participant deferral / active EE | $14,628 | $6,446+126.9% | $5,637+159.5% | $6,400+128.6% |
| Admin fee / account holder | $155,403 | $18,088+759.1% | $14,673+959.1% | $11,426+1260.1% |