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 | $291,474 | $190,805+52.8% | $159,960+82.2% | $134,475+116.7% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -5.61% | 552.23%-557.8pp | 408.60%-414.2pp | 417.96%-423.6pp |
| Employer contribution / active EE | $3,841 | $4,995-23.1% | $4,226-9.1% | $4,740-19.0% |
| Participant deferral / active EE | $8,656 | $6,923+25.0% | $6,182+40.0% | $6,400+35.3% |
| Admin fee / account holder | $4,331 | $10,471-58.6% | $8,698-50.2% | $11,426-62.1% |