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 7-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 | $392,941 | $167,484+134.6% | $151,611+159.2% | $134,475+192.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.95% | 7.80%-26.7pp | 3.33%-22.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $13,708 | $6,829+100.7% | $6,166+122.3% | $4,740+189.2% |
| Participant deferral / active EE | $10,954 | $8,986+21.9% | $8,363+31.0% | $6,400+71.2% |
| Admin fee / account holder | $1,422 | $13,783-89.7% | $11,616-87.8% | $11,426-87.6% |