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 | $306,591 | $167,307+83.3% | $143,757+113.3% | $134,475+128.0% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -16.60% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,814 | $5,619-14.3% | $4,951-2.8% | $4,740+1.6% |
| Participant deferral / active EE | $9,726 | $6,446+50.9% | $5,637+72.5% | $6,400+52.0% |
| Admin fee / account holder | $1,283 | $18,088-92.9% | $14,673-91.3% | $11,426-88.8% |