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 | $388,737 | $180,449+115.4% | $154,107+152.3% | $135,375+187.2% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -7.72% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.5pp |
| Employer contribution / active EE | $9,618 | $6,035+59.4% | $5,298+81.5% | $4,779+101.3% |
| Participant deferral / active EE | $9,869 | $5,806+70.0% | $5,081+94.3% | $5,609+76.0% |
| Admin fee / account holder | $2,909 | $16,143-82.0% | $13,411-78.3% | $10,827-73.1% |