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 | $260,414 | $138,065+88.6% | $123,544+110.8% | $135,375+92.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.50% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $21,266 | $5,151+312.8% | $4,628+359.5% | $4,779+345.0% |
| Participant deferral / active EE | $13,801 | $6,799+103.0% | $6,426+114.8% | $5,609+146.1% |
| Admin fee / account holder | $7,568 | $10,916-30.7% | $9,284-18.5% | $10,827-30.1% |