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 | $250,384 | $133,958+86.9% | $112,228+123.1% | $134,475+86.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -5.80% | 47.11%-52.9pp | 27.45%-33.2pp | 417.96%-423.8pp |
| Employer contribution / active EE | $2,467 | $4,038-38.9% | $3,635-32.1% | $4,740-47.9% |
| Participant deferral / active EE | $3,309 | $5,291-37.4% | $4,728-30.0% | $6,400-48.3% |
| Admin fee / account holder | $4,114 | $7,489-45.1% | $6,410-35.8% | $11,426-64.0% |