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 | $602,181 | $138,065+336.2% | $123,544+387.4% | $135,375+344.8% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -5.17% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $10,040 | $5,151+94.9% | $4,628+117.0% | $4,779+110.1% |
| Participant deferral / active EE | $11,595 | $6,799+70.5% | $6,426+80.4% | $5,609+106.7% |
| Admin fee / account holder | $11,168 | $10,916+2.3% | $9,284+20.3% | $10,827+3.1% |