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 | $438,855 | $99,640+340.4% | $86,436+407.7% | $134,475+226.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.88% | 6782.58%-6797.5pp | 4394.89%-4409.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $18,239 | $4,400+314.5% | $3,769+384.0% | $4,740+284.8% |
| Participant deferral / active EE | $10,300 | $7,246+42.1% | $6,952+48.2% | $6,400+60.9% |
| Admin fee / account holder | $1,104 | $8,371-86.8% | $6,731-83.6% | $11,426-90.3% |