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 | $616,151 | $158,817+288.0% | $121,196+408.4% | $135,375+355.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | -7.32% | -0.64%-6.7pp | 16.93%-24.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $27,375 | $5,665+383.2% | $4,022+580.7% | $4,779+472.8% |
| Participant deferral / active EE | $18,375 | $4,005+358.8% | $3,344+449.4% | $5,609+227.6% |
| Admin fee / account holder | $5,205 | $6,512-20.1% | $5,019+3.7% | $10,827-51.9% |