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 | $341,350 | $138,065+147.2% | $123,544+176.3% | $135,375+152.2% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -1.52% | 153.68%-155.2pp | 119.20%-120.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,952 | $5,151-62.1% | $4,628-57.8% | $4,779-59.2% |
| Participant deferral / active EE | $5,774 | $6,799-15.1% | $6,426-10.1% | $5,609+2.9% |
| Admin fee / account holder | $20,010 | $10,916+83.3% | $9,284+115.5% | $10,827+84.8% |