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 | $255,963 | $167,307+53.0% | $143,757+78.1% | $134,475+90.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.66% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,080 | $5,619-45.2% | $4,951-37.8% | $4,740-35.0% |
| Participant deferral / active EE | $6,201 | $6,446-3.8% | $5,637+10.0% | $6,400-3.1% |
| Admin fee / account holder | $2,265 | $18,088-87.5% | $14,673-84.6% | $11,426-80.2% |