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 | $320,184 | $138,065+131.9% | $123,544+159.2% | $135,375+136.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.64% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,217 | $5,151-37.5% | $4,628-30.5% | $4,779-32.7% |
| Participant deferral / active EE | $8,815 | $6,799+29.6% | $6,426+37.2% | $5,609+57.2% |
| Admin fee / account holder | $2,609 | $10,916-76.1% | $9,284-71.9% | $10,827-75.9% |