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 4-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 | $325,609 | $84,695+284.5% | $73,843+340.9% | $125,391+159.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.29% | 3123.53%-3125.8pp | 2267.84%-2270.1pp | 282.22%-284.5pp |
| Employer contribution / active EE | $22,344 | $3,123+615.4% | $2,787+701.6% | $4,866+359.2% |
| Participant deferral / active EE | $15,000 | $3,992+275.7% | $3,583+318.6% | $5,352+180.3% |
| Admin fee / account holder | $3,114 | $5,691-45.3% | $4,880-36.2% | $9,540-67.4% |