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 | $286,805 | $167,307+71.4% | $143,757+99.5% | $134,475+113.3% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -10.13% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $5,209 | $5,619-7.3% | $4,951+5.2% | $4,740+9.9% |
| Participant deferral / active EE | $4,488 | $6,446-30.4% | $5,637-20.4% | $6,400-29.9% |
| Admin fee / account holder | $6,780 | $18,088-62.5% | $14,673-53.8% | $11,426-40.7% |