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 | $300,262 | $160,055+87.6% | $140,016+114.4% | $135,375+121.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -9.10% | 911.38%-920.5pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $5,062 | $6,420-21.2% | $5,606-9.7% | $4,779+5.9% |
| Participant deferral / active EE | $10,938 | $7,642+43.1% | $6,927+57.9% | $5,609+95.0% |
| Admin fee / account holder | $57,773 | $13,328+333.5% | $10,705+439.7% | $10,827+433.6% |