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 | $361,798 | $138,044+162.1% | $125,339+188.7% | $134,475+169.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.40% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,769 | $5,243-9.0% | $4,814-0.9% | $4,740+0.6% |
| Participant deferral / active EE | $13,629 | $7,799+74.8% | $7,446+83.0% | $6,400+113.0% |
| Admin fee / account holder | $5,964 | $11,571-48.5% | $10,010-40.4% | $11,426-47.8% |