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 | $298,401 | $190,805+56.4% | $159,960+86.5% | $134,475+121.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.77% | 552.23%-566.0pp | 408.60%-422.4pp | 417.96%-431.7pp |
| Employer contribution / active EE | $8,487 | $4,995+69.9% | $4,226+100.8% | $4,740+79.1% |
| Participant deferral / active EE | $9,942 | $6,923+43.6% | $6,182+60.8% | $6,400+55.3% |
| Admin fee / account holder | $14,498 | $10,471+38.5% | $8,698+66.7% | $11,426+26.9% |