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 | $346,095 | $180,449+91.8% | $154,107+124.6% | $135,375+155.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.85% | 888.09%-892.9pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,343 | $6,035-44.6% | $5,298-36.9% | $4,779-30.1% |
| Participant deferral / active EE | $6,081 | $5,806+4.7% | $5,081+19.7% | $5,609+8.4% |
| Admin fee / account holder | $7,364 | $16,143-54.4% | $13,411-45.1% | $10,827-32.0% |