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 | $278,965 | $138,065+102.1% | $123,544+125.8% | $135,375+106.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.94% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,985 | $5,151-42.1% | $4,628-35.5% | $4,779-37.5% |
| Participant deferral / active EE | $15,798 | $6,799+132.3% | $6,426+145.9% | $5,609+181.7% |
| Admin fee / account holder | $12,265 | $10,916+12.4% | $9,284+32.1% | $10,827+13.3% |