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 | $286,237 | $90,600+215.9% | $79,464+260.2% | $135,375+111.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.13% | 977.43%-979.6pp | 718.14%-720.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $2,947 | $3,068-3.9% | $2,800+5.2% | $4,779-38.3% |
| Participant deferral / active EE | $4,587 | $4,050+13.2% | $3,704+23.8% | $5,609-18.2% |
| Admin fee / account holder | $89,831 | $5,907+1420.8% | $5,113+1656.9% | $10,827+729.7% |