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 | $811,940 | $142,344+470.4% | $119,609+578.8% | $134,475+503.8% |
| Participation rate | 95.5% | 82.8%+12.6pp | 79.3%+16.2pp | 81.2%+14.2pp |
| Annual return | -16.98% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,153 | $5,222-58.8% | $4,232-49.1% | $4,740-54.6% |
| Participant deferral / active EE | $7,980 | $6,469+23.3% | $5,602+42.4% | $6,400+24.7% |
| Admin fee / account holder | $5,892 | $13,584-56.6% | $10,323-42.9% | $11,426-48.4% |