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 | $385,696 | $138,065+179.4% | $123,544+212.2% | $135,375+184.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.11% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $12,964 | $5,151+151.7% | $4,628+180.1% | $4,779+171.3% |
| Participant deferral / active EE | $10,499 | $6,799+54.4% | $6,426+63.4% | $5,609+87.2% |
| Admin fee / account holder | $48,277 | $10,916+342.3% | $9,284+420.0% | $10,827+345.9% |