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 | $278,307 | $142,344+95.5% | $119,609+132.7% | $134,475+107.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -5.81% | -12.44%+6.6pp | -14.97%+9.2pp | 417.96%-423.8pp |
| Employer contribution / active EE | $13,515 | $5,222+158.8% | $4,232+219.4% | $4,740+185.1% |
| Participant deferral / active EE | $8,587 | $6,469+32.7% | $5,602+53.3% | $6,400+34.2% |
| Admin fee / account holder | $28,314 | $13,584+108.4% | $10,323+174.3% | $11,426+147.8% |