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 | $421,833 | $167,307+152.1% | $143,757+193.4% | $134,475+213.7% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -15.26% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $13,139 | $5,619+133.8% | $4,951+165.4% | $4,740+177.2% |
| Participant deferral / active EE | $9,922 | $6,446+53.9% | $5,637+76.0% | $6,400+55.0% |
| Admin fee / account holder | $8,231 | $18,088-54.5% | $14,673-43.9% | $11,426-28.0% |