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 | $296,755 | $167,307+77.4% | $143,757+106.4% | $134,475+120.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.87% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,331 | $5,619-40.7% | $4,951-32.7% | $4,740-29.7% |
| Participant deferral / active EE | $13,914 | $6,446+115.9% | $5,637+146.8% | $6,400+117.4% |
| Admin fee / account holder | $2,194 | $18,088-87.9% | $14,673-85.0% | $11,426-80.8% |