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 | $259,377 | $81,900+216.7% | $119,609+116.9% | $68,494+278.7% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | 10.44% | -23.82%+34.3pp | -14.97%+25.4pp | -7.84%+18.3pp |
| Employer contribution / active EE | $3,194 | $2,693+18.6% | $4,232-24.5% | $2,596+23.0% |
| Participant deferral / active EE | $7,443 | $4,148+79.5% | $5,602+32.9% | $4,027+84.8% |
| Admin fee / account holder | $159,266 | $6,582+2319.8% | $10,323+1442.8% | $5,403+2847.9% |