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 | $252,107 | $160,055+57.5% | $140,016+80.1% | $135,375+86.2% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.5%+5.8pp | 82.6%+10.7pp |
| Annual return | -8.76% | 911.38%-920.1pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $12,767 | $6,420+98.9% | $5,606+127.7% | $4,779+167.2% |
| Participant deferral / active EE | $13,807 | $7,642+80.7% | $6,927+99.3% | $5,609+146.2% |
| Admin fee / account holder | $719 | $13,328-94.6% | $10,705-93.3% | $10,827-93.4% |