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 | $271,866 | $54,726+396.8% | $68,793+295.2% | $64,186+323.6% |
| Participation rate | 78.6% | 68.0%+10.5pp | 72.2%+6.3pp | 69.6%+9.0pp |
| Annual return | -7.03% | -1.62%-5.4pp | -4.63%-2.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,385 | $1,846+137.6% | $2,625+67.1% | $2,381+84.2% |
| Participant deferral / active EE | $10,232 | $2,626+289.6% | $3,311+209.0% | $3,470+194.9% |
| Admin fee / account holder | $7,609 | $4,027+88.9% | $5,131+48.3% | $4,888+55.7% |