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 | $285,708 | $138,065+106.9% | $123,544+131.3% | $135,375+111.0% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -5.79% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,861 | $5,151-44.5% | $4,628-38.2% | $4,779-40.1% |
| Participant deferral / active EE | $5,239 | $6,799-22.9% | $6,426-18.5% | $5,609-6.6% |
| Admin fee / account holder | $21,707 | $10,916+98.9% | $9,284+133.8% | $10,827+100.5% |