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 | $299,088 | $167,484+78.6% | $151,611+97.3% | $134,475+122.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.17% | 7.80%-27.0pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $9,150 | $6,829+34.0% | $6,166+48.4% | $4,740+93.1% |
| Participant deferral / active EE | $18,825 | $8,986+109.5% | $8,363+125.1% | $6,400+194.2% |
| Admin fee / account holder | $2,213 | $13,783-83.9% | $11,616-80.9% | $11,426-80.6% |