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 | $375,998 | $138,065+172.3% | $123,544+204.3% | $135,375+177.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.65% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $4,409 | $5,151-14.4% | $4,628-4.7% | $4,779-7.7% |
| Participant deferral / active EE | $9,977 | $6,799+46.7% | $6,426+55.3% | $5,609+77.9% |
| Admin fee / account holder | $6,628 | $10,916-39.3% | $9,284-28.6% | $10,827-38.8% |