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 | $376,690 | $152,509+147.0% | $117,472+220.7% | $134,475+180.1% |
| Participation rate | 70.6% | 77.1%-6.5pp | 70.6%0pp | 81.2%-10.6pp |
| Annual return | -17.81% | 52.99%-70.8pp | 29.74%-47.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $10,588 | $5,571+90.1% | $4,176+153.5% | $4,740+123.4% |
| Participant deferral / active EE | $9,526 | $4,818+97.7% | $4,070+134.0% | $6,400+48.9% |
| Admin fee / account holder | $19,301 | $7,004+175.6% | $5,645+241.9% | $11,426+68.9% |