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 | $362,949 | $167,307+116.9% | $143,757+152.5% | $134,475+169.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -14.93% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $20,272 | $5,619+260.8% | $4,951+309.5% | $4,740+327.7% |
| Participant deferral / active EE | $19,424 | $6,446+201.4% | $5,637+244.6% | $6,400+203.5% |
| Admin fee / account holder | $20,069 | $18,088+10.9% | $14,673+36.8% | $11,426+75.6% |