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 | $287,511 | $138,065+108.2% | $123,544+132.7% | $135,375+112.4% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -6.52% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $6,599 | $5,151+28.1% | $4,628+42.6% | $4,779+38.1% |
| Participant deferral / active EE | $11,907 | $6,799+75.1% | $6,426+85.3% | $5,609+112.3% |
| Admin fee / account holder | $67,950 | $10,916+522.5% | $9,284+631.9% | $10,827+527.6% |