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 | $258,973 | $95,862+170.2% | $79,550+225.5% | $134,475+92.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -8.83% | -2.69%-6.1pp | 0.16%-9.0pp | 417.96%-426.8pp |
| Employer contribution / active EE | $3,293 | $3,128+5.3% | $2,413+36.4% | $4,740-30.5% |
| Participant deferral / active EE | $7,577 | $4,693+61.5% | $3,985+90.1% | $6,400+18.4% |
| Admin fee / account holder | $31,235 | $9,126+242.3% | $6,832+357.2% | $11,426+173.4% |