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 | $257,639 | $138,065+86.6% | $123,544+108.5% | $135,375+90.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.18% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,226 | $5,151-76.2% | $4,628-73.5% | $4,779-74.3% |
| Participant deferral / active EE | $6,034 | $6,799-11.3% | $6,426-6.1% | $5,609+7.6% |
| Admin fee / account holder | $5,621 | $10,916-48.5% | $9,284-39.5% | $10,827-48.1% |