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 | $258,726 | $77,813+232.5% | $123,544+109.4% | $64,186+303.1% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | -6.39% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,092 | $3,014+35.8% | $4,628-11.6% | $2,381+71.9% |
| Participant deferral / active EE | $8,295 | $5,240+58.3% | $6,426+29.1% | $3,470+139.1% |
| Admin fee / account holder | $9,548 | $5,519+73.0% | $9,284+2.9% | $4,888+95.3% |