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 7-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 | $454,232 | $92,703+390.0% | $82,719+449.1% | $134,475+237.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.85% | 944.92%-965.8pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $20,767 | $3,274+534.3% | $3,009+590.2% | $4,740+338.1% |
| Participant deferral / active EE | $17,667 | $4,802+267.9% | $4,395+302.0% | $6,400+176.1% |
| Admin fee / account holder | $6,486 | $5,983+8.4% | $5,329+21.7% | $11,426-43.2% |