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 | $344,209 | $175,600+96.0% | $129,110+166.6% | $134,475+156.0% |
| Participation rate | 78.6% | 81.6%-3.0pp | 77.3%+1.3pp | 81.2%-2.7pp |
| Annual return | -14.12% | -11.39%-2.7pp | -10.94%-3.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,021 | $6,355-36.7% | $5,052-20.4% | $4,740-15.2% |
| Participant deferral / active EE | $6,893 | $7,975-13.6% | $6,542+5.4% | $6,400+7.7% |
| Admin fee / account holder | $148,180 | $23,567+528.8% | $14,302+936.1% | $11,426+1196.9% |