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 9-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 | $332,844 | $99,640+234.0% | $86,436+285.1% | $134,475+147.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 6782.58%-6801.0pp | 4394.89%-4413.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $20,162 | $4,400+358.2% | $3,769+435.0% | $4,740+325.4% |
| Participant deferral / active EE | $9,448 | $7,246+30.4% | $6,952+35.9% | $6,400+47.6% |
| Admin fee / account holder | $945 | $8,371-88.7% | $6,731-86.0% | $11,426-91.7% |