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 | $273,485 | $100,754+171.4% | $86,677+215.5% | $134,475+103.4% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -15.46% | 29.04%-44.5pp | 35.91%-51.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,943 | $3,489-15.7% | $2,836+3.7% | $4,740-37.9% |
| Participant deferral / active EE | $14,896 | $5,338+179.1% | $4,656+220.0% | $6,400+132.8% |
| Admin fee / account holder | $949 | $10,926-91.3% | $7,493-87.3% | $11,426-91.7% |