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 | $845,380 | $167,484+404.8% | $151,611+457.6% | $134,475+528.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -14.08% | 7.80%-21.9pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,563 | $6,829-47.8% | $6,166-42.2% | $4,740-24.8% |
| Participant deferral / active EE | $8,204 | $8,986-8.7% | $8,363-1.9% | $6,400+28.2% |
| Admin fee / account holder | $172,912 | $13,783+1154.5% | $11,616+1388.6% | $11,426+1413.3% |