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 9-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 | $375,016 | $95,971+290.8% | $74,550+403.0% | $135,375+177.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.07% | 56.96%-65.0pp | 32.53%-40.6pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,599 | $2,716+69.3% | $1,961+134.5% | $4,779-3.8% |
| Participant deferral / active EE | $9,061 | $3,843+135.8% | $3,108+191.5% | $5,609+61.6% |
| Admin fee / account holder | $3,636 | $6,522-44.3% | $5,060-28.1% | $10,827-66.4% |