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 | $260,607 | $138,065+88.8% | $123,544+110.9% | $135,375+92.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.07% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $5,921 | $5,151+14.9% | $4,628+28.0% | $4,779+23.9% |
| Participant deferral / active EE | $6,585 | $6,799-3.2% | $6,426+2.5% | $5,609+17.4% |
| Admin fee / account holder | $4,476 | $10,916-59.0% | $9,284-51.8% | $10,827-58.7% |