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 | $370,133 | $142,344+160.0% | $119,609+209.5% | $134,475+175.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 3.50% | -12.44%+15.9pp | -14.97%+18.5pp | 417.96%-414.5pp |
| Employer contribution / active EE | $3,256 | $5,222-37.7% | $4,232-23.1% | $4,740-31.3% |
| Participant deferral / active EE | $3,380 | $6,469-47.8% | $5,602-39.7% | $6,400-47.2% |
| Admin fee / account holder | $12,435 | $13,584-8.5% | $10,323+20.4% | $11,426+8.8% |