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 | $375,652 | $167,307+124.5% | $143,757+161.3% | $134,475+179.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -15.08% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,600 | $5,619-71.5% | $4,951-67.7% | $4,740-66.2% |
| Participant deferral / active EE | $5,175 | $6,446-19.7% | $5,637-8.2% | $6,400-19.1% |
| Admin fee / account holder | $2,136 | $18,088-88.2% | $14,673-85.4% | $11,426-81.3% |