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 | $312,603 | $167,307+86.8% | $143,757+117.5% | $134,475+132.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.08% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,315 | $5,619-76.6% | $4,951-73.4% | $4,740-72.3% |
| Participant deferral / active EE | $3,840 | $6,446-40.4% | $5,637-31.9% | $6,400-40.0% |
| Admin fee / account holder | $5,442 | $18,088-69.9% | $14,673-62.9% | $11,426-52.4% |