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 | $578,858 | $142,344+306.7% | $119,609+384.0% | $134,475+330.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -17.61% | -12.44%-5.2pp | -14.97%-2.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,281 | $5,222-37.2% | $4,232-22.5% | $4,740-30.8% |
| Participant deferral / active EE | $7,631 | $6,469+18.0% | $5,602+36.2% | $6,400+19.2% |
| Admin fee / account holder | $13,652 | $13,584+0.5% | $10,323+32.2% | $11,426+19.5% |