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 | $295,618 | $167,484+76.5% | $151,611+95.0% | $134,475+119.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -16.29% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,844 | $6,829-58.4% | $6,166-53.9% | $4,740-40.0% |
| Participant deferral / active EE | $7,937 | $8,986-11.7% | $8,363-5.1% | $6,400+24.0% |
| Admin fee / account holder | $1,047 | $13,783-92.4% | $11,616-91.0% | $11,426-90.8% |