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 | $255,892 | $190,805+34.1% | $159,960+60.0% | $134,475+90.3% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -6.82% | 552.23%-559.1pp | 408.60%-415.4pp | 417.96%-424.8pp |
| Employer contribution / active EE | $3,161 | $4,995-36.7% | $4,226-25.2% | $4,740-33.3% |
| Participant deferral / active EE | $7,429 | $6,923+7.3% | $6,182+20.2% | $6,400+16.1% |
| Admin fee / account holder | $1,262 | $10,471-88.0% | $8,698-85.5% | $11,426-89.0% |