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 | $266,397 | $135,635+96.4% | $110,238+141.7% | $135,375+96.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.96% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,997 | $4,906-38.9% | $3,826-21.7% | $4,779-37.3% |
| Participant deferral / active EE | $3,448 | $5,506-37.4% | $4,672-26.2% | $5,609-38.5% |
| Admin fee / account holder | $9,436 | $11,457-17.6% | $8,547+10.4% | $10,827-12.8% |