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 | $485,989 | $138,044+252.1% | $125,339+287.7% | $134,475+261.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -13.14% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $5,286 | $5,243+0.8% | $4,814+9.8% | $4,740+11.5% |
| Participant deferral / active EE | $11,522 | $7,799+47.7% | $7,446+54.7% | $6,400+80.0% |
| Admin fee / account holder | $21,042 | $11,571+81.9% | $10,010+110.2% | $11,426+84.2% |