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 9-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 | $252,168 | $142,344+77.2% | $119,609+110.8% | $134,475+87.5% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -15.79% | -12.44%-3.4pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,391 | $5,222-35.1% | $4,232-19.9% | $4,740-28.5% |
| Participant deferral / active EE | $7,572 | $6,469+17.0% | $5,602+35.2% | $6,400+18.3% |
| Admin fee / account holder | $1,853 | $13,584-86.4% | $10,323-82.0% | $11,426-83.8% |