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 | $536,482 | $138,044+288.6% | $125,339+328.0% | $134,475+298.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.29% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,149 | $5,243-59.0% | $4,814-55.4% | $4,740-54.7% |
| Participant deferral / active EE | $11,608 | $7,799+48.8% | $7,446+55.9% | $6,400+81.4% |
| Admin fee / account holder | $5,211 | $11,571-55.0% | $10,010-47.9% | $11,426-54.4% |