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 | $485,476 | $138,044+251.7% | $125,339+287.3% | $134,475+261.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -6.25% | 750.33%-756.6pp | 572.05%-578.3pp | 417.96%-424.2pp |
| Employer contribution / active EE | $22,546 | $5,243+330.0% | $4,814+368.4% | $4,740+375.7% |
| Participant deferral / active EE | $4,968 | $7,799-36.3% | $7,446-33.3% | $6,400-22.4% |
| Admin fee / account holder | $4,723 | $11,571-59.2% | $10,010-52.8% | $11,426-58.7% |