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 | $304,526 | $138,065+120.6% | $123,544+146.5% | $135,375+124.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.00% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $9,717 | $5,151+88.6% | $4,628+110.0% | $4,779+103.3% |
| Participant deferral / active EE | $9,834 | $6,799+44.6% | $6,426+53.0% | $5,609+75.3% |
| Admin fee / account holder | $3,772 | $10,916-65.4% | $9,284-59.4% | $10,827-65.2% |