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 | $254,484 | $168,632+50.9% | $147,614+72.4% | $125,391+103.0% |
| Participation rate | 87.0% | 88.8%-1.8pp | 84.6%+2.3pp | 83.2%+3.8pp |
| Annual return | -1.36% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.6pp |
| Employer contribution / active EE | $3,355 | $6,252-46.3% | $5,564-39.7% | $4,866-31.1% |
| Participant deferral / active EE | $9,340 | $5,507+69.6% | $4,895+90.8% | $5,352+74.5% |
| Admin fee / account holder | $14,633 | $13,580+7.8% | $11,611+26.0% | $9,540+53.4% |