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 | $310,064 | $190,805+62.5% | $159,960+93.8% | $134,475+130.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.81% | 552.23%-568.0pp | 408.60%-424.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $777 | $4,995-84.4% | $4,226-81.6% | $4,740-83.6% |
| Participant deferral / active EE | $14,653 | $6,923+111.7% | $6,182+137.0% | $6,400+129.0% |
| Admin fee / account holder | $53,572 | $10,471+411.6% | $8,698+515.9% | $11,426+368.9% |