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 | $276,176 | $84,695+226.1% | $73,843+274.0% | $125,391+120.3% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -0.74% | 3123.53%-3124.3pp | 2267.84%-2268.6pp | 282.22%-283.0pp |
| Employer contribution / active EE | $9,452 | $3,123+202.6% | $2,787+239.1% | $4,866+94.2% |
| Participant deferral / active EE | $9,452 | $3,992+136.7% | $3,583+163.8% | $5,352+76.6% |
| Admin fee / account holder | $1,893 | $5,691-66.7% | $4,880-61.2% | $9,540-80.2% |