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 | $280,505 | $142,344+97.1% | $119,609+134.5% | $134,475+108.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -17.30% | -12.44%-4.9pp | -14.97%-2.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,141 | $5,222-39.9% | $4,232-25.8% | $4,740-33.7% |
| Participant deferral / active EE | $15,875 | $6,469+145.4% | $5,602+183.4% | $6,400+148.1% |
| Admin fee / account holder | $16,746 | $13,584+23.3% | $10,323+62.2% | $11,426+46.6% |