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 | $414,817 | $167,307+147.9% | $143,757+188.6% | $134,475+208.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -16.13% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $29,024 | $5,619+416.5% | $4,951+486.2% | $4,740+512.4% |
| Participant deferral / active EE | $18,916 | $6,446+193.5% | $5,637+235.6% | $6,400+195.6% |
| Admin fee / account holder | $2,053 | $18,088-88.7% | $14,673-86.0% | $11,426-82.0% |