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 | $417,097 | $167,484+149.0% | $151,611+175.1% | $134,475+210.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -17.92% | 7.80%-25.7pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,869 | $6,829-58.0% | $6,166-53.5% | $4,740-39.5% |
| Participant deferral / active EE | $10,296 | $8,986+14.6% | $8,363+23.1% | $6,400+60.9% |
| Admin fee / account holder | $1,232 | $13,783-91.1% | $11,616-89.4% | $11,426-89.2% |