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 | $250,853 | $190,805+31.5% | $159,960+56.8% | $134,475+86.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.99% | 552.23%-572.2pp | 408.60%-428.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $6,278 | $4,995+25.7% | $4,226+48.6% | $4,740+32.4% |
| Participant deferral / active EE | $9,833 | $6,923+42.0% | $6,182+59.1% | $6,400+53.7% |
| Admin fee / account holder | $2,846 | $10,471-72.8% | $8,698-67.3% | $11,426-75.1% |