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 | $276,689 | $167,307+65.4% | $143,757+92.5% | $134,475+105.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.04% | 0.46%-20.5pp | -0.04%-20.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $23,896 | $5,619+325.3% | $4,951+382.6% | $4,740+404.2% |
| Participant deferral / active EE | $15,089 | $6,446+134.1% | $5,637+167.7% | $6,400+135.8% |
| Admin fee / account holder | $2,407 | $18,088-86.7% | $14,673-83.6% | $11,426-78.9% |