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 | $313,464 | $133,958+134.0% | $112,228+179.3% | $134,475+133.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -14.95% | 47.11%-62.1pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,284 | $4,038+6.1% | $3,635+17.9% | $4,740-9.6% |
| Participant deferral / active EE | $6,907 | $5,291+30.5% | $4,728+46.1% | $6,400+7.9% |
| Admin fee / account holder | $2,688 | $7,489-64.1% | $6,410-58.1% | $11,426-76.5% |