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 | $254,797 | $211,958+20.2% | $169,463+50.4% | $135,375+88.2% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -4.95% | 3.26%-8.2pp | 1.83%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $9,632 | $5,120+88.1% | $4,159+131.6% | $4,779+101.5% |
| Participant deferral / active EE | $7,152 | $6,075+17.7% | $5,277+35.5% | $5,609+27.5% |
| Admin fee / account holder | $1,366 | $11,471-88.1% | $9,109-85.0% | $10,827-87.4% |