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 | $272,035 | $167,307+62.6% | $143,757+89.2% | $134,475+102.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.15% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,299 | $5,619-41.3% | $4,951-33.4% | $4,740-30.4% |
| Participant deferral / active EE | $6,376 | $6,446-1.1% | $5,637+13.1% | $6,400-0.4% |
| Admin fee / account holder | $1,176 | $18,088-93.5% | $14,673-92.0% | $11,426-89.7% |