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 | $323,897 | $104,106+211.1% | $71,086+355.6% | $135,375+139.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.27% | 1256.30%-1264.6pp | 650.59%-658.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $9,690 | $1,485+552.5% | $1,088+790.9% | $4,779+102.8% |
| Participant deferral / active EE | $10,818 | $2,527+328.1% | $1,874+477.2% | $5,609+92.9% |
| Admin fee / account holder | $755 | $4,142-81.8% | $3,082-75.5% | $10,827-93.0% |