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 | $658,096 | $138,065+376.7% | $123,544+432.7% | $135,375+386.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.05% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,430 | $5,151+44.2% | $4,628+60.5% | $4,779+55.5% |
| Participant deferral / active EE | $19,292 | $6,799+183.7% | $6,426+200.2% | $5,609+244.0% |
| Admin fee / account holder | $4,902 | $10,916-55.1% | $9,284-47.2% | $10,827-54.7% |