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 | $337,307 | $138,065+144.3% | $123,544+173.0% | $135,375+149.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.86% | 153.68%-161.5pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $908 | $5,151-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $19,499 | $6,799+186.8% | $6,426+203.5% | $5,609+247.7% |
| Admin fee / account holder | $4,719 | $10,916-56.8% | $9,284-49.2% | $10,827-56.4% |