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 | $276,921 | $99,640+177.9% | $86,436+220.4% | $134,475+105.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | 6782.58%-6800.0pp | 4394.89%-4412.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,590 | $4,400+4.3% | $3,769+21.8% | $4,740-3.2% |
| Participant deferral / active EE | $10,606 | $7,246+46.4% | $6,952+52.6% | $6,400+65.7% |
| Admin fee / account holder | $2,247 | $8,371-73.2% | $6,731-66.6% | $11,426-80.3% |