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 | $565,798 | $97,044+483.0% | $83,333+579.0% | $135,375+317.9% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -5.11% | 12.31%-17.4pp | 10.63%-15.7pp | 519.73%-524.8pp |
| Employer contribution / active EE | $21,839 | $4,143+427.1% | $3,379+546.4% | $4,779+357.0% |
| Participant deferral / active EE | $15,340 | $5,964+157.2% | $5,565+175.7% | $5,609+173.5% |
| Admin fee / account holder | $2,161 | $8,380-74.2% | $7,510-71.2% | $10,827-80.0% |