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 | $307,531 | $106,543+188.6% | $91,220+237.1% | $134,475+128.7% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.2%+18.5pp | 81.2%+10.4pp |
| Annual return | -17.11% | 160.60%-177.7pp | 114.01%-131.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $11,002 | $3,331+230.3% | $2,850+286.0% | $4,740+132.1% |
| Participant deferral / active EE | $8,338 | $4,719+76.7% | $4,234+97.0% | $6,400+30.3% |
| Admin fee / account holder | $2,199 | $6,231-64.7% | $5,420-59.4% | $11,426-80.8% |