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 | $316,297 | $167,307+89.1% | $143,757+120.0% | $134,475+135.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.76% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,959 | $5,619-11.7% | $4,951+0.2% | $4,740+4.6% |
| Participant deferral / active EE | $12,654 | $6,446+96.3% | $5,637+124.5% | $6,400+97.7% |
| Admin fee / account holder | $5,092 | $18,088-71.9% | $14,673-65.3% | $11,426-55.4% |