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 | $258,655 | $92,222+180.5% | $76,768+236.9% | $135,375+91.1% |
| Participation rate | 76.5% | 79.8%-3.3pp | 77.0%-0.5pp | 82.6%-6.2pp |
| Annual return | -7.52% | 5.46%-13.0pp | 2.43%-9.9pp | 519.73%-527.3pp |
| Employer contribution / active EE | $12,206 | $3,216+279.5% | $2,485+391.1% | $4,779+155.4% |
| Participant deferral / active EE | $3,322 | $4,509-26.3% | $3,852-13.8% | $5,609-40.8% |
| Admin fee / account holder | $1,129 | $10,748-89.5% | $6,675-83.1% | $10,827-89.6% |