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 | $295,322 | $138,065+113.9% | $123,544+139.0% | $135,375+118.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,704 | $5,151-47.5% | $4,628-41.6% | $4,779-43.4% |
| Participant deferral / active EE | $7,691 | $6,799+13.1% | $6,426+19.7% | $5,609+37.1% |
| Admin fee / account holder | $9,264 | $10,916-15.1% | $9,284-0.2% | $10,827-14.4% |