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 | $307,890 | $135,635+127.0% | $110,238+179.3% | $135,375+127.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -5.97% | 513.19%-519.2pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $13,909 | $4,906+183.5% | $3,826+263.5% | $4,779+191.1% |
| Participant deferral / active EE | $9,456 | $5,506+71.7% | $4,672+102.4% | $5,609+68.6% |
| Admin fee / account holder | $924 | $11,457-91.9% | $8,547-89.2% | $10,827-91.5% |