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 | $334,288 | $129,942+157.3% | $104,294+220.5% | $134,475+148.6% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -20.00% | 42.03%-62.0pp | 24.61%-44.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $12,938 | $4,184+209.2% | $3,372+283.7% | $4,740+173.0% |
| Participant deferral / active EE | $4,863 | $5,588-13.0% | $4,625+5.1% | $6,400-24.0% |
| Admin fee / account holder | $1,811 | $9,323-80.6% | $7,339-75.3% | $11,426-84.2% |