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 | $252,721 | $43,723+478.0% | $121,196+108.5% | $64,186+293.7% |
| Participation rate | 90.9% | 58.3%+32.6pp | 71.7%+19.2pp | 69.6%+21.3pp |
| Annual return | -5.17% | 68.91%-74.1pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $6,605 | $1,296+409.5% | $4,022+64.2% | $2,381+177.4% |
| Participant deferral / active EE | $8,053 | $2,280+253.2% | $3,344+140.8% | $3,470+132.1% |
| Admin fee / account holder | $7,442 | $3,501+112.6% | $5,019+48.3% | $4,888+52.3% |