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 | $355,276 | $138,065+157.3% | $123,544+187.6% | $135,375+162.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.51% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $18,931 | $5,151+267.5% | $4,628+309.1% | $4,779+296.2% |
| Participant deferral / active EE | $9,773 | $6,799+43.7% | $6,426+52.1% | $5,609+74.3% |
| Admin fee / account holder | $211,422 | $10,916+1836.8% | $9,284+2177.3% | $10,827+1852.7% |