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 4-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 | $282,537 | $167,307+68.9% | $143,757+96.5% | $134,475+110.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -11.91% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $3,079 | $5,619-45.2% | $4,951-37.8% | $4,740-35.0% |
| Participant deferral / active EE | $6,986 | $6,446+8.4% | $5,637+23.9% | $6,400+9.2% |
| Admin fee / account holder | $16,901 | $18,088-6.6% | $14,673+15.2% | $11,426+47.9% |