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 | $454,495 | $190,805+138.2% | $159,960+184.1% | $134,475+238.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -18.20% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $10,562 | $4,995+111.4% | $4,226+149.9% | $4,740+122.8% |
| Participant deferral / active EE | $4,116 | $6,923-40.6% | $6,182-33.4% | $6,400-35.7% |
| Admin fee / account holder | $3,027 | $10,471-71.1% | $8,698-65.2% | $11,426-73.5% |