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 | $270,966 | $92,703+192.3% | $82,719+227.6% | $134,475+101.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.08% | 944.92%-957.0pp | 701.18%-713.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,861 | $3,274-12.6% | $3,009-4.9% | $4,740-39.6% |
| Participant deferral / active EE | $8,165 | $4,802+70.0% | $4,395+85.8% | $6,400+27.6% |
| Admin fee / account holder | $9,090 | $5,983+51.9% | $5,329+70.6% | $11,426-20.4% |