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 | $519,567 | $167,307+210.5% | $143,757+261.4% | $134,475+286.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.65% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,636 | $5,619-35.3% | $4,951-26.6% | $4,740-23.3% |
| Participant deferral / active EE | $11,205 | $6,446+73.8% | $5,637+98.8% | $6,400+75.1% |
| Admin fee / account holder | $3,129 | $18,088-82.7% | $14,673-78.7% | $11,426-72.6% |