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 | $559,279 | $138,044+305.1% | $125,339+346.2% | $134,475+315.9% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.32% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $14,485 | $5,243+176.3% | $4,814+200.9% | $4,740+205.6% |
| Participant deferral / active EE | $11,650 | $7,799+49.4% | $7,446+56.5% | $6,400+82.0% |
| Admin fee / account holder | $30,124 | $11,571+160.3% | $10,010+200.9% | $11,426+163.6% |