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 9-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 | $524,189 | $167,307+213.3% | $143,757+264.6% | $134,475+289.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.20% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $9,618 | $5,619+71.2% | $4,951+94.3% | $4,740+102.9% |
| Participant deferral / active EE | $10,600 | $6,446+64.4% | $5,637+88.0% | $6,400+65.6% |
| Admin fee / account holder | $24,599 | $18,088+36.0% | $14,673+67.6% | $11,426+115.3% |