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 9-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 | $251,927 | $167,307+50.6% | $143,757+75.2% | $134,475+87.3% |
| Participation rate | 78.9% | 84.8%-5.9pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | -19.96% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $9,530 | $5,619+69.6% | $4,951+92.5% | $4,740+101.1% |
| Participant deferral / active EE | $8,413 | $6,446+30.5% | $5,637+49.2% | $6,400+31.5% |
| Admin fee / account holder | $1,288 | $18,088-92.9% | $14,673-91.2% | $11,426-88.7% |