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 | $523,856 | $133,958+291.1% | $112,228+366.8% | $134,475+289.6% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -14.40% | 47.11%-61.5pp | 27.45%-41.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $19,529 | $4,038+383.6% | $3,635+437.3% | $4,740+312.0% |
| Participant deferral / active EE | $6,222 | $5,291+17.6% | $4,728+31.6% | $6,400-2.8% |
| Admin fee / account holder | $13,007 | $7,489+73.7% | $6,410+102.9% | $11,426+13.8% |