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 | $549,458 | $92,703+492.7% | $82,719+564.2% | $134,475+308.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.61% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,722 | $3,274-47.4% | $3,009-42.8% | $4,740-63.7% |
| Participant deferral / active EE | $9,715 | $4,802+102.3% | $4,395+121.1% | $6,400+51.8% |
| Admin fee / account holder | $17,512 | $5,983+192.7% | $5,329+228.6% | $11,426+53.3% |