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 | $316,834 | $138,065+129.5% | $123,544+156.5% | $135,375+134.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.90% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,046 | $5,151-40.9% | $4,628-34.2% | $4,779-36.3% |
| Participant deferral / active EE | $12,204 | $6,799+79.5% | $6,426+89.9% | $5,609+117.6% |
| Admin fee / account holder | $5,933 | $10,916-45.6% | $9,284-36.1% | $10,827-45.2% |