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 | $336,454 | $190,805+76.3% | $159,960+110.3% | $134,475+150.2% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -20.37% | 552.23%-572.6pp | 408.60%-429.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,630 | $4,995-27.3% | $4,226-14.1% | $4,740-23.4% |
| Participant deferral / active EE | $15,014 | $6,923+116.9% | $6,182+142.8% | $6,400+134.6% |
| Admin fee / account holder | $5,611 | $10,471-46.4% | $8,698-35.5% | $11,426-50.9% |