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 | $265,663 | $105,860+151.0% | $90,749+192.7% | $134,475+97.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.04% | -11.01%0pp | -12.16%+1.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $4,729 | $3,462+36.6% | $2,921+61.9% | $4,740-0.2% |
| Participant deferral / active EE | $5,661 | $5,216+8.5% | $4,564+24.0% | $6,400-11.5% |
| Admin fee / account holder | $14,880 | $13,938+6.8% | $8,445+76.2% | $11,426+30.2% |