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 | $405,316 | $167,307+142.3% | $143,757+181.9% | $134,475+201.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -15.06% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $19,630 | $5,619+249.3% | $4,951+296.5% | $4,740+314.2% |
| Participant deferral / active EE | $16,724 | $6,446+159.5% | $5,637+196.7% | $6,400+161.3% |
| Admin fee / account holder | $2,822 | $18,088-84.4% | $14,673-80.8% | $11,426-75.3% |