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 | $262,412 | $138,044+90.1% | $125,339+109.4% | $134,475+95.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -7.31% | 750.33%-757.6pp | 572.05%-579.4pp | 417.96%-425.3pp |
| Employer contribution / active EE | $2,007 | $5,243-61.7% | $4,814-58.3% | $4,740-57.7% |
| Participant deferral / active EE | $7,461 | $7,799-4.3% | $7,446+0.2% | $6,400+16.6% |
| Admin fee / account holder | $725 | $11,571-93.7% | $10,010-92.8% | $11,426-93.7% |