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 9-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 | $339,622 | $190,805+78.0% | $159,960+112.3% | $134,475+152.6% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -11.54% | 552.23%-563.8pp | 408.60%-420.1pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,260 | $4,995-54.8% | $4,226-46.5% | $4,740-52.3% |
| Participant deferral / active EE | $9,716 | $6,923+40.3% | $6,182+57.2% | $6,400+51.8% |
| Admin fee / account holder | $10,730 | $10,471+2.5% | $8,698+23.4% | $11,426-6.1% |