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 | $264,026 | $190,805+38.4% | $159,960+65.1% | $134,475+96.3% |
| Participation rate | 76.9% | 81.9%-5.0pp | 78.0%-1.0pp | 81.2%-4.3pp |
| Annual return | -13.33% | 552.23%-565.6pp | 408.60%-421.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $756 | $4,995-84.9% | $4,226-82.1% | $4,740-84.0% |
| Participant deferral / active EE | $9,230 | $6,923+33.3% | $6,182+49.3% | $6,400+44.2% |
| Admin fee / account holder | $4,074 | $10,471-61.1% | $8,698-53.2% | $11,426-64.3% |