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 | $306,373 | $147,727+107.4% | $115,756+164.7% | $134,475+127.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.1%-2.1pp | 81.2%-6.2pp |
| Annual return | -20.13% | 73.96%-94.1pp | 143.14%-163.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $6,548 | $4,713+38.9% | $3,793+72.6% | $4,740+38.1% |
| Participant deferral / active EE | $15,998 | $7,563+111.5% | $6,254+155.8% | $6,400+150.0% |
| Admin fee / account holder | $15,712 | $14,571+7.8% | $8,124+93.4% | $11,426+37.5% |