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 | $300,018 | $190,805+57.2% | $159,960+87.6% | $134,475+123.1% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.96% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,951 | $4,995-60.9% | $4,226-53.8% | $4,740-58.8% |
| Participant deferral / active EE | $12,645 | $6,923+82.7% | $6,182+104.5% | $6,400+97.6% |
| Admin fee / account holder | $7,943 | $10,471-24.1% | $8,698-8.7% | $11,426-30.5% |