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 | $286,611 | $142,344+101.4% | $119,609+139.6% | $134,475+113.1% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -14.26% | -12.44%-1.8pp | -14.97%+0.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,464 | $5,222-52.8% | $4,232-41.8% | $4,740-48.0% |
| Participant deferral / active EE | $11,829 | $6,469+82.8% | $5,602+111.2% | $6,400+84.8% |
| Admin fee / account holder | $18,470 | $13,584+36.0% | $10,323+78.9% | $11,426+61.6% |