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 | $289,477 | $133,958+116.1% | $112,228+157.9% | $134,475+115.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -18.91% | 47.11%-66.0pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,591 | $4,038-60.6% | $3,635-56.2% | $4,740-66.4% |
| Participant deferral / active EE | $8,127 | $5,291+53.6% | $4,728+71.9% | $6,400+27.0% |
| Admin fee / account holder | $1,116 | $7,489-85.1% | $6,410-82.6% | $11,426-90.2% |