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 | $336,877 | $82,286+309.4% | $68,791+389.7% | $134,475+150.5% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | -16.43% | -2.19%-14.2pp | -6.38%-10.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,676 | $3,301-49.2% | $2,655-36.9% | $4,740-64.6% |
| Participant deferral / active EE | $7,325 | $4,739+54.6% | $3,941+85.9% | $6,400+14.5% |
| Admin fee / account holder | $3,888 | $6,481-40.0% | $4,932-21.2% | $11,426-66.0% |