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 | $364,574 | $142,344+156.1% | $119,609+204.8% | $134,475+171.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -14.11% | -12.44%-1.7pp | -14.97%+0.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,285 | $5,222-37.1% | $4,232-22.4% | $4,740-30.7% |
| Participant deferral / active EE | $19,000 | $6,469+193.7% | $5,602+239.2% | $6,400+196.9% |
| Admin fee / account holder | $7,357 | $13,584-45.8% | $10,323-28.7% | $11,426-35.6% |