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 | $257,265 | $138,065+86.3% | $123,544+108.2% | $135,375+90.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.68% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,067 | $5,151-79.3% | $4,628-76.9% | $4,779-77.7% |
| Participant deferral / active EE | $7,115 | $6,799+4.6% | $6,426+10.7% | $5,609+26.9% |
| Admin fee / account holder | $110,767 | $10,916+914.7% | $9,284+1093.1% | $10,827+923.1% |