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 | $272,179 | $135,635+100.7% | $110,238+146.9% | $135,375+101.1% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -5.44% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,711 | $4,906-44.7% | $3,826-29.1% | $4,779-43.3% |
| Participant deferral / active EE | $5,866 | $5,506+6.5% | $4,672+25.6% | $5,609+4.6% |
| Admin fee / account holder | $15,834 | $11,457+38.2% | $8,547+85.3% | $10,827+46.2% |