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 | $329,451 | $95,971+243.3% | $74,550+341.9% | $135,375+143.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.90% | 56.96%-60.9pp | 32.53%-36.4pp | 519.73%-523.6pp |
| Employer contribution / active EE | $7,929 | $2,716+191.9% | $1,961+304.3% | $4,779+65.9% |
| Participant deferral / active EE | $6,112 | $3,843+59.0% | $3,108+96.7% | $5,609+9.0% |
| Admin fee / account holder | $782 | $6,522-88.0% | $5,060-84.5% | $10,827-92.8% |