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 | $305,389 | $138,065+121.2% | $123,544+147.2% | $135,375+125.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.18% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,290 | $5,151-36.1% | $4,628-28.9% | $4,779-31.2% |
| Participant deferral / active EE | $5,778 | $6,799-15.0% | $6,426-10.1% | $5,609+3.0% |
| Admin fee / account holder | $1,829 | $10,916-83.2% | $9,284-80.3% | $10,827-83.1% |