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 | $260,119 | $135,635+91.8% | $110,238+136.0% | $135,375+92.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -3.84% | 513.19%-517.0pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $4,286 | $4,906-12.6% | $3,826+12.0% | $4,779-10.3% |
| Participant deferral / active EE | $4,321 | $5,506-21.5% | $4,672-7.5% | $5,609-23.0% |
| Admin fee / account holder | $6,141 | $11,457-46.4% | $8,547-28.2% | $10,827-43.3% |