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 | $414,189 | $180,449+129.5% | $154,107+168.8% | $135,375+206.0% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -3.56% | 888.09%-891.7pp | 735.12%-738.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $12,747 | $6,035+111.2% | $5,298+140.6% | $4,779+166.7% |
| Participant deferral / active EE | $7,748 | $5,806+33.4% | $5,081+52.5% | $5,609+38.1% |
| Admin fee / account holder | $10,782 | $16,143-33.2% | $13,411-19.6% | $10,827-0.4% |