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 | $554,650 | $180,449+207.4% | $154,107+259.9% | $135,375+309.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -8.24% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $11,360 | $6,035+88.2% | $5,298+114.4% | $4,779+137.7% |
| Participant deferral / active EE | $8,274 | $5,806+42.5% | $5,081+62.9% | $5,609+47.5% |
| Admin fee / account holder | $7,009 | $16,143-56.6% | $13,411-47.7% | $10,827-35.3% |