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 | $361,819 | $76,000+376.1% | $154,107+134.8% | $64,186+463.7% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -5.95% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $11,848 | $3,351+253.6% | $5,298+123.7% | $2,381+397.6% |
| Participant deferral / active EE | $7,913 | $3,175+149.2% | $5,081+55.8% | $3,470+128.1% |
| Admin fee / account holder | $5,195 | $5,596-7.2% | $13,411-61.3% | $4,888+6.3% |