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 | $414,927 | $180,449+129.9% | $154,107+169.2% | $135,375+206.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.81% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $5,811 | $6,035-3.7% | $5,298+9.7% | $4,779+21.6% |
| Participant deferral / active EE | $4,414 | $5,806-24.0% | $5,081-13.1% | $5,609-21.3% |
| Admin fee / account holder | $6,293 | $16,143-61.0% | $13,411-53.1% | $10,827-41.9% |