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 7-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 | $268,580 | $59,805+349.1% | $79,550+237.6% | $68,494+292.1% |
| Participation rate | 95.0% | 61.1%+33.9pp | 69.5%+25.5pp | 67.9%+27.1pp |
| Annual return | -14.20% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,000 | $1,505+32.9% | $2,413-17.1% | $2,596-23.0% |
| Participant deferral / active EE | $17,742 | $3,024+486.7% | $3,985+345.2% | $4,027+340.6% |
| Admin fee / account holder | $11,638 | $4,835+140.7% | $6,832+70.3% | $5,403+115.4% |