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 | $372,425 | $42,383+778.7% | $76,523+386.7% | $64,186+480.2% |
| Participation rate | 96.7% | 58.1%+38.6pp | 68.0%+28.7pp | 69.6%+27.2pp |
| Annual return | 68.37% | -16.54%+84.9pp | -0.27%+68.6pp | 7.63%+60.7pp |
| Employer contribution / active EE | $12,245 | $1,563+683.3% | $2,647+362.6% | $2,381+414.3% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,685 | $3,198+109.0% | $4,848+37.9% | $4,888+36.8% |