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 | $381,022 | $90,600+320.6% | $79,464+379.5% | $135,375+181.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.79% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $761 | $3,068-75.2% | $2,800-72.8% | $4,779-84.1% |
| Participant deferral / active EE | $3,872 | $4,050-4.4% | $3,704+4.5% | $5,609-31.0% |
| Admin fee / account holder | $20,435 | $5,907+245.9% | $5,113+299.7% | $10,827+88.7% |