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 | $440,554 | $138,044+219.1% | $125,339+251.5% | $134,475+227.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.07% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $13,847 | $5,243+164.1% | $4,814+187.7% | $4,740+192.2% |
| Participant deferral / active EE | $14,930 | $7,799+91.4% | $7,446+100.5% | $6,400+133.3% |
| Admin fee / account holder | $7,915 | $11,571-31.6% | $10,010-20.9% | $11,426-30.7% |