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 | $415,412 | $71,883+477.9% | $86,677+379.3% | $68,494+506.5% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -18.22% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $8,878 | $2,173+308.6% | $2,836+213.0% | $2,596+242.0% |
| Participant deferral / active EE | $5,417 | $3,779+43.4% | $4,656+16.3% | $4,027+34.5% |
| Admin fee / account holder | $9,380 | $6,112+53.5% | $7,493+25.2% | $5,403+73.6% |