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 | $261,304 | $77,813+235.8% | $123,544+111.5% | $64,186+307.1% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.1pp |
| Annual return | -3.19% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $7,872 | $3,014+161.2% | $4,628+70.1% | $2,381+230.6% |
| Participant deferral / active EE | $5,175 | $5,240-1.2% | $6,426-19.5% | $3,470+49.2% |
| Admin fee / account holder | $55,760 | $5,519+910.4% | $9,284+500.6% | $4,888+1040.7% |