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 | $484,180 | $167,484+189.1% | $151,611+219.4% | $134,475+260.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.01% | 7.80%-19.8pp | 3.33%-15.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $25,056 | $6,829+266.9% | $6,166+306.4% | $4,740+428.7% |
| Participant deferral / active EE | $20,988 | $8,986+133.6% | $8,363+151.0% | $6,400+228.0% |
| Admin fee / account holder | $3,942 | $13,783-71.4% | $11,616-66.1% | $11,426-65.5% |