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 | $324,982 | $97,044+234.9% | $83,333+290.0% | $135,375+140.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -1.51% | 12.31%-13.8pp | 10.63%-12.1pp | 519.73%-521.2pp |
| Employer contribution / active EE | $8,167 | $4,143+97.1% | $3,379+141.7% | $4,779+70.9% |
| Participant deferral / active EE | $5,805 | $5,964-2.7% | $5,565+4.3% | $5,609+3.5% |
| Admin fee / account holder | $2,026 | $8,380-75.8% | $7,510-73.0% | $10,827-81.3% |