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 | $636,962 | $167,484+280.3% | $151,611+320.1% | $134,475+373.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -16.30% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $9,515 | $6,829+39.3% | $6,166+54.3% | $4,740+100.8% |
| Participant deferral / active EE | $7,172 | $8,986-20.2% | $8,363-14.2% | $6,400+12.1% |
| Admin fee / account holder | $16,172 | $13,783+17.3% | $11,616+39.2% | $11,426+41.5% |