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 | $263,112 | $138,065+90.6% | $123,544+113.0% | $135,375+94.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.42% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,176 | $5,151-38.3% | $4,628-31.4% | $4,779-33.5% |
| Participant deferral / active EE | $8,236 | $6,799+21.1% | $6,426+28.2% | $5,609+46.8% |
| Admin fee / account holder | $88,376 | $10,916+709.6% | $9,284+851.9% | $10,827+716.3% |