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 | $258,042 | $100,754+156.1% | $86,677+197.7% | $134,475+91.9% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -14.44% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,738 | $3,489-21.5% | $2,836-3.5% | $4,740-42.2% |
| Participant deferral / active EE | $5,160 | $5,338-3.3% | $4,656+10.8% | $6,400-19.4% |
| Admin fee / account holder | $7,809 | $10,926-28.5% | $7,493+4.2% | $11,426-31.7% |