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 | $257,082 | $175,600+46.4% | $129,110+99.1% | $134,475+91.2% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.3%+15.1pp | 81.2%+11.1pp |
| Annual return | -14.31% | -11.39%-2.9pp | -10.94%-3.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,197 | $6,355-49.7% | $5,052-36.7% | $4,740-32.5% |
| Participant deferral / active EE | $4,284 | $7,975-46.3% | $6,542-34.5% | $6,400-33.1% |
| Admin fee / account holder | $17,039 | $23,567-27.7% | $14,302+19.1% | $11,426+49.1% |