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 | $558,287 | $160,055+248.8% | $140,016+298.7% | $135,375+312.4% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -5.36% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $6,150 | $6,420-4.2% | $5,606+9.7% | $4,779+28.7% |
| Participant deferral / active EE | $11,690 | $7,642+53.0% | $6,927+68.7% | $5,609+108.4% |
| Admin fee / account holder | $15,017 | $13,328+12.7% | $10,705+40.3% | $10,827+38.7% |