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 | $459,844 | $180,449+154.8% | $154,107+198.4% | $135,375+239.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -6.32% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $5,436 | $6,035-9.9% | $5,298+2.6% | $4,779+13.8% |
| Participant deferral / active EE | $5,755 | $5,806-0.9% | $5,081+13.3% | $5,609+2.6% |
| Admin fee / account holder | $32,917 | $16,143+103.9% | $13,411+145.5% | $10,827+204.0% |