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 | $506,668 | $138,065+267.0% | $123,544+310.1% | $135,375+274.3% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -7.29% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $13,861 | $5,151+169.1% | $4,628+199.5% | $4,779+190.0% |
| Participant deferral / active EE | $14,099 | $6,799+107.4% | $6,426+119.4% | $5,609+151.4% |
| Admin fee / account holder | $8,197 | $10,916-24.9% | $9,284-11.7% | $10,827-24.3% |