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 | $312,274 | $167,484+86.5% | $151,611+106.0% | $134,475+132.2% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -6.64% | 7.80%-14.4pp | 3.33%-10.0pp | 417.96%-424.6pp |
| Employer contribution / active EE | $4,419 | $6,829-35.3% | $6,166-28.3% | $4,740-6.8% |
| Participant deferral / active EE | $3,364 | $8,986-62.6% | $8,363-59.8% | $6,400-47.4% |
| Admin fee / account holder | $26,311 | $13,783+90.9% | $11,616+126.5% | $11,426+130.3% |