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 | $319,665 | $190,805+67.5% | $159,960+99.8% | $134,475+137.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.82% | 552.23%-572.1pp | 408.60%-428.4pp | 417.96%-437.8pp |
| Employer contribution / active EE | $30,120 | $4,995+503.0% | $4,226+612.8% | $4,740+535.5% |
| Participant deferral / active EE | $21,716 | $6,923+213.7% | $6,182+251.2% | $6,400+239.3% |
| Admin fee / account holder | $8,130 | $10,471-22.4% | $8,698-6.5% | $11,426-28.8% |