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 | $305,914 | $99,640+207.0% | $86,436+253.9% | $134,475+127.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.62% | 6782.58%-6798.2pp | 4394.89%-4410.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $7,349 | $4,400+67.0% | $3,769+95.0% | $4,740+55.0% |
| Participant deferral / active EE | $6,399 | $7,246-11.7% | $6,952-7.9% | $6,4000% |
| Admin fee / account holder | $2,534 | $8,371-69.7% | $6,731-62.4% | $11,426-77.8% |