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 | $265,619 | $97,757+171.7% | $83,848+216.8% | $135,375+96.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.54% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $3,979 | $4,222-5.7% | $3,631+9.6% | $4,779-16.7% |
| Participant deferral / active EE | $13,081 | $4,682+179.4% | $4,082+220.5% | $5,609+133.2% |
| Admin fee / account holder | $1,355 | $6,674-79.7% | $5,478-75.3% | $10,827-87.5% |