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 | $289,967 | $160,055+81.2% | $140,016+107.1% | $135,375+114.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.59% | 911.38%-920.0pp | 651.12%-659.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,392 | $6,420-78.3% | $5,606-75.2% | $4,779-70.9% |
| Participant deferral / active EE | $3,366 | $7,642-56.0% | $6,927-51.4% | $5,609-40.0% |
| Admin fee / account holder | $1,778 | $13,328-86.7% | $10,705-83.4% | $10,827-83.6% |