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 | $316,570 | $167,307+89.2% | $143,757+120.2% | $134,475+135.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.69% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,561 | $5,619-1.0% | $4,951+12.3% | $4,740+17.3% |
| Participant deferral / active EE | $12,590 | $6,446+95.3% | $5,637+123.4% | $6,400+96.7% |
| Admin fee / account holder | $19,731 | $18,088+9.1% | $14,673+34.5% | $11,426+72.7% |