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 | $343,867 | $180,449+90.6% | $154,107+123.1% | $135,375+154.0% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -5.61% | 888.09%-893.7pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $8,750 | $6,035+45.0% | $5,298+65.2% | $4,779+83.1% |
| Participant deferral / active EE | $12,300 | $5,806+111.8% | $5,081+142.1% | $5,609+119.3% |
| Admin fee / account holder | $6,297 | $16,143-61.0% | $13,411-53.0% | $10,827-41.8% |