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 | $294,387 | $133,958+119.8% | $112,228+162.3% | $134,475+118.9% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -19.54% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $14,496 | $4,038+259.0% | $3,635+298.8% | $4,740+205.9% |
| Participant deferral / active EE | $6,962 | $5,291+31.6% | $4,728+47.2% | $6,400+8.8% |
| Admin fee / account holder | $319 | $7,489-95.7% | $6,410-95.0% | $11,426-97.2% |