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 | $415,451 | $138,044+201.0% | $125,339+231.5% | $134,475+208.9% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -11.17% | 750.33%-761.5pp | 572.05%-583.2pp | 417.96%-429.1pp |
| Employer contribution / active EE | $5,080 | $5,243-3.1% | $4,814+5.5% | $4,740+7.2% |
| Participant deferral / active EE | $8,891 | $7,799+14.0% | $7,446+19.4% | $6,400+38.9% |
| Admin fee / account holder | $12,380 | $11,571+7.0% | $10,010+23.7% | $11,426+8.3% |