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 8-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 | $502,671 | $167,307+200.4% | $143,757+249.7% | $134,475+273.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.15% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,142 | $5,619-8.5% | $4,951+3.9% | $4,740+8.5% |
| Participant deferral / active EE | $7,188 | $6,446+11.5% | $5,637+27.5% | $6,400+12.3% |
| Admin fee / account holder | $5,224 | $18,088-71.1% | $14,673-64.4% | $11,426-54.3% |