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 | $566,159 | $138,044+310.1% | $125,339+351.7% | $134,475+321.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.52% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $7,873 | $5,243+50.2% | $4,814+63.6% | $4,740+66.1% |
| Participant deferral / active EE | $5,840 | $7,799-25.1% | $7,446-21.6% | $6,400-8.7% |
| Admin fee / account holder | $1,744 | $11,571-84.9% | $10,010-82.6% | $11,426-84.7% |