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 | $385,015 | $133,958+187.4% | $112,228+243.1% | $134,475+186.3% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -17.76% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,113 | $4,038-47.7% | $3,635-41.9% | $4,740-55.4% |
| Participant deferral / active EE | $8,964 | $5,291+69.4% | $4,728+89.6% | $6,400+40.1% |
| Admin fee / account holder | $3,017 | $7,489-59.7% | $6,410-52.9% | $11,426-73.6% |