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 | $419,323 | $167,307+150.6% | $143,757+191.7% | $134,475+211.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -12.23% | 0.46%-12.7pp | -0.04%-12.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $8,740 | $5,619+55.5% | $4,951+76.5% | $4,740+84.4% |
| Participant deferral / active EE | $8,131 | $6,446+26.1% | $5,637+44.2% | $6,400+27.0% |
| Admin fee / account holder | $5,740 | $18,088-68.3% | $14,673-60.9% | $11,426-49.8% |