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 | $298,220 | $180,449+65.3% | $154,107+93.5% | $135,375+120.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.74% | 888.09%-895.8pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,213 | $6,035-63.3% | $5,298-58.2% | $4,779-53.7% |
| Participant deferral / active EE | $7,880 | $5,806+35.7% | $5,081+55.1% | $5,609+40.5% |
| Admin fee / account holder | $625 | $16,143-96.1% | $13,411-95.3% | $10,827-94.2% |