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 | $411,270 | $180,449+127.9% | $154,107+166.9% | $135,375+203.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.30% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,568 | $6,035-57.5% | $5,298-51.5% | $4,779-46.3% |
| Participant deferral / active EE | $11,797 | $5,806+103.2% | $5,081+132.2% | $5,609+110.3% |
| Admin fee / account holder | $28,309 | $16,143+75.4% | $13,411+111.1% | $10,827+161.5% |