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 | $591,257 | $138,044+328.3% | $125,339+371.7% | $134,475+339.7% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -18.25% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,658 | $5,243-30.2% | $4,814-24.0% | $4,740-22.8% |
| Participant deferral / active EE | $8,315 | $7,799+6.6% | $7,446+11.7% | $6,400+29.9% |
| Admin fee / account holder | $1,930 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |