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 | $294,180 | $97,044+203.1% | $83,333+253.0% | $135,375+117.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -5.84% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,357 | $5,964+6.6% | $5,565+14.2% | $5,609+13.3% |
| Admin fee / account holder | $1,503 | $8,380-82.1% | $7,510-80.0% | $10,827-86.1% |