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 | $360,881 | $97,757+269.2% | $83,848+330.4% | $135,375+166.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.29% | 1287.37%-1289.7pp | 850.88%-853.2pp | 519.73%-522.0pp |
| Employer contribution / active EE | $7,598 | $4,222+80.0% | $3,631+109.3% | $4,779+59.0% |
| Participant deferral / active EE | $6,208 | $4,682+32.6% | $4,082+52.1% | $5,609+10.7% |
| Admin fee / account holder | $8,604 | $6,674+28.9% | $5,478+57.1% | $10,827-20.5% |