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 | $418,047 | $138,044+202.8% | $125,339+233.5% | $134,475+210.9% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -15.59% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,230 | $5,243-57.5% | $4,814-53.7% | $4,740-53.0% |
| Participant deferral / active EE | $3,129 | $7,799-59.9% | $7,446-58.0% | $6,400-51.1% |
| Admin fee / account holder | $2,226 | $11,571-80.8% | $10,010-77.8% | $11,426-80.5% |