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 | $303,838 | $138,065+120.1% | $123,544+145.9% | $135,375+124.4% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.70% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $14,754 | $5,151+186.4% | $4,628+218.8% | $4,779+208.7% |
| Participant deferral / active EE | $7,502 | $6,799+10.3% | $6,426+16.8% | $5,609+33.8% |
| Admin fee / account holder | $24,162 | $10,916+121.4% | $9,284+160.3% | $10,827+123.2% |