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 | $408,241 | $180,449+126.2% | $154,107+164.9% | $135,375+201.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -3.50% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $29,597 | $6,035+390.4% | $5,298+458.7% | $4,779+519.3% |
| Participant deferral / active EE | $15,908 | $5,806+174.0% | $5,081+213.1% | $5,609+183.6% |
| Admin fee / account holder | $5,114 | $16,143-68.3% | $13,411-61.9% | $10,827-52.8% |