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 | $330,898 | $160,055+106.7% | $140,016+136.3% | $135,375+144.4% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.5%+7.2pp | 82.6%+12.1pp |
| Annual return | -4.13% | 911.38%-915.5pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,678 | $6,420-58.3% | $5,606-52.2% | $4,779-44.0% |
| Participant deferral / active EE | $7,399 | $7,642-3.2% | $6,927+6.8% | $5,609+31.9% |
| Admin fee / account holder | $45,925 | $13,328+244.6% | $10,705+329.0% | $10,827+324.2% |