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 | $378,442 | $138,044+174.1% | $125,339+201.9% | $134,475+181.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.64% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,110 | $5,243-40.7% | $4,814-35.4% | $4,740-34.4% |
| Participant deferral / active EE | $5,378 | $7,799-31.0% | $7,446-27.8% | $6,400-16.0% |
| Admin fee / account holder | $2,480 | $11,571-78.6% | $10,010-75.2% | $11,426-78.3% |