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 | $470,142 | $138,044+240.6% | $125,339+275.1% | $134,475+249.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -16.80% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,036 | $5,243-42.1% | $4,814-36.9% | $4,740-36.0% |
| Participant deferral / active EE | $9,286 | $7,799+19.1% | $7,446+24.7% | $6,400+45.1% |
| Admin fee / account holder | $28,956 | $11,571+150.2% | $10,010+189.3% | $11,426+153.4% |