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 | $531,033 | $190,805+178.3% | $159,960+232.0% | $134,475+294.9% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -15.37% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.3pp |
| Employer contribution / active EE | $29,782 | $4,995+496.2% | $4,226+604.8% | $4,740+528.4% |
| Participant deferral / active EE | $12,782 | $6,923+84.6% | $6,182+106.8% | $6,400+99.7% |
| Admin fee / account holder | $52,540 | $10,471+401.8% | $8,698+504.1% | $11,426+359.8% |