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 | $307,996 | $167,484+83.9% | $151,611+103.1% | $134,475+129.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -14.37% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $6,496 | $6,829-4.9% | $6,166+5.4% | $4,740+37.1% |
| Participant deferral / active EE | $14,827 | $8,986+65.0% | $8,363+77.3% | $6,400+131.7% |
| Admin fee / account holder | $18,218 | $13,783+32.2% | $11,616+56.8% | $11,426+59.4% |