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 | $294,542 | $135,635+117.2% | $110,238+167.2% | $135,375+117.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.16% | 513.19%-519.4pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $6,275 | $4,906+27.9% | $3,826+64.0% | $4,779+31.3% |
| Participant deferral / active EE | $9,386 | $5,506+70.5% | $4,672+100.9% | $5,609+67.3% |
| Admin fee / account holder | $5,277 | $11,457-53.9% | $8,547-38.3% | $10,827-51.3% |