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 | $466,254 | $167,484+178.4% | $151,611+207.5% | $134,475+246.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.19% | 7.80%-18.0pp | 3.33%-13.5pp | 417.96%-428.2pp |
| Employer contribution / active EE | $6,088 | $6,829-10.9% | $6,166-1.3% | $4,740+28.4% |
| Participant deferral / active EE | $16,014 | $8,986+78.2% | $8,363+91.5% | $6,400+150.2% |
| Admin fee / account holder | $19,254 | $13,783+39.7% | $11,616+65.8% | $11,426+68.5% |