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 | $329,175 | $142,344+131.3% | $119,609+175.2% | $134,475+144.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -17.71% | -12.44%-5.3pp | -14.97%-2.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,257 | $5,222-37.6% | $4,232-23.0% | $4,740-31.3% |
| Participant deferral / active EE | $6,943 | $6,469+7.3% | $5,602+23.9% | $6,400+8.5% |
| Admin fee / account holder | $23,498 | $13,584+73.0% | $10,323+127.6% | $11,426+105.7% |