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 | $395,026 | $100,754+292.1% | $86,677+355.7% | $134,475+193.8% |
| Participation rate | 72.2% | 78.9%-6.7pp | 76.6%-4.4pp | 81.2%-9.0pp |
| Annual return | -11.52% | 29.04%-40.6pp | 35.91%-47.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,037 | $3,489-41.6% | $2,836-28.2% | $4,740-57.0% |
| Participant deferral / active EE | $8,146 | $5,338+52.6% | $4,656+75.0% | $6,400+27.3% |
| Admin fee / account holder | $9,078 | $10,926-16.9% | $7,493+21.1% | $11,426-20.6% |