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 | $411,828 | $167,484+145.9% | $151,611+171.6% | $134,475+206.2% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -20.71% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $8,844 | $6,829+29.5% | $6,166+43.4% | $4,740+86.6% |
| Participant deferral / active EE | $16,520 | $8,986+83.8% | $8,363+97.5% | $6,400+158.1% |
| Admin fee / account holder | $2,397 | $13,783-82.6% | $11,616-79.4% | $11,426-79.0% |