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 | $256,546 | $97,757+162.4% | $83,848+206.0% | $135,375+89.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.35% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $16,485 | $4,222+290.5% | $3,631+354.0% | $4,779+245.0% |
| Participant deferral / active EE | $5,333 | $4,682+13.9% | $4,082+30.7% | $5,609-4.9% |
| Admin fee / account holder | $2,859 | $6,674-57.2% | $5,478-47.8% | $10,827-73.6% |