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 | $296,724 | $190,805+55.5% | $159,960+85.5% | $134,475+120.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.62% | 552.23%-571.9pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,387 | $4,995-32.2% | $4,226-19.9% | $4,740-28.5% |
| Participant deferral / active EE | $11,458 | $6,923+65.5% | $6,182+85.3% | $6,400+79.0% |
| Admin fee / account holder | $19,117 | $10,471+82.6% | $8,698+119.8% | $11,426+67.3% |