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 | $351,261 | $135,635+159.0% | $110,238+218.6% | $135,375+159.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.94% | 513.19%-519.1pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $8,526 | $4,906+73.8% | $3,826+122.8% | $4,779+78.4% |
| Participant deferral / active EE | $11,295 | $5,506+105.1% | $4,672+141.8% | $5,609+101.4% |
| Admin fee / account holder | $1,591 | $11,457-86.1% | $8,547-81.4% | $10,827-85.3% |