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 | $362,915 | $138,065+162.9% | $123,544+193.8% | $135,375+168.1% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -6.49% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,720 | $5,151+49.9% | $4,628+66.8% | $4,779+61.5% |
| Participant deferral / active EE | $14,514 | $6,799+113.5% | $6,426+125.9% | $5,609+158.8% |
| Admin fee / account holder | $8,735 | $10,916-20.0% | $9,284-5.9% | $10,827-19.3% |