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 | $265,143 | $107,791+146.0% | $90,645+192.5% | $135,375+95.9% |
| Participation rate | 84.6% | 78.0%+6.6pp | 74.0%+10.6pp | 82.6%+2.0pp |
| Annual return | -2.62% | -0.90%-1.7pp | 1.88%-4.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,534 | $3,018+17.1% | $2,532+39.6% | $4,779-26.0% |
| Participant deferral / active EE | $5,239 | $3,872+35.3% | $3,425+53.0% | $5,609-6.6% |
| Admin fee / account holder | $1,962 | $5,930-66.9% | $4,994-60.7% | $10,827-81.9% |