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 | $329,855 | $167,307+97.2% | $143,757+129.5% | $134,475+145.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.08% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,570 | $5,619-54.3% | $4,951-48.1% | $4,740-45.8% |
| Participant deferral / active EE | $10,883 | $6,446+68.8% | $5,637+93.1% | $6,400+70.0% |
| Admin fee / account holder | $7,506 | $18,088-58.5% | $14,673-48.8% | $11,426-34.3% |