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 | $363,843 | $167,307+117.5% | $143,757+153.1% | $134,475+170.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -13.54% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $18,367 | $5,619+226.9% | $4,951+271.0% | $4,740+287.5% |
| Participant deferral / active EE | $15,209 | $6,446+135.9% | $5,637+169.8% | $6,400+137.6% |
| Admin fee / account holder | $6,401 | $18,088-64.6% | $14,673-56.4% | $11,426-44.0% |