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 | $658,341 | $167,484+293.1% | $151,611+334.2% | $134,475+389.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.46% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $6,236 | $6,829-8.7% | $6,166+1.1% | $4,740+31.6% |
| Participant deferral / active EE | $11,718 | $8,986+30.4% | $8,363+40.1% | $6,400+83.1% |
| Admin fee / account holder | $13,625 | $13,783-1.1% | $11,616+17.3% | $11,426+19.2% |