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 | $254,768 | $190,805+33.5% | $159,960+59.3% | $134,475+89.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.57% | 552.23%-561.8pp | 408.60%-418.2pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,749 | $4,995-45.0% | $4,226-34.9% | $4,740-42.0% |
| Participant deferral / active EE | $5,514 | $6,923-20.4% | $6,182-10.8% | $6,400-13.8% |
| Admin fee / account holder | $10,605 | $10,471+1.3% | $8,698+21.9% | $11,426-7.2% |