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 | $309,612 | $138,065+124.3% | $123,544+150.6% | $135,375+128.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.68% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $4,214 | $5,151-18.2% | $4,628-9.0% | $4,779-11.8% |
| Participant deferral / active EE | $21,500 | $6,799+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $3,279 | $10,916-70.0% | $9,284-64.7% | $10,827-69.7% |