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 | $333,896 | $138,065+141.8% | $123,544+170.3% | $135,375+146.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.51% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,306 | $5,151-35.8% | $4,628-28.6% | $4,779-30.8% |
| Participant deferral / active EE | $28,840 | $6,799+324.2% | $6,426+348.8% | $5,609+414.2% |
| Admin fee / account holder | $3,987 | $10,916-63.5% | $9,284-57.1% | $10,827-63.2% |