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 | $380,912 | $190,805+99.6% | $159,960+138.1% | $134,475+183.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.89% | 552.23%-567.1pp | 408.60%-423.5pp | 417.96%-432.8pp |
| Employer contribution / active EE | $15,761 | $4,995+215.5% | $4,226+273.0% | $4,740+232.5% |
| Participant deferral / active EE | $10,351 | $6,923+49.5% | $6,182+67.4% | $6,400+61.7% |
| Admin fee / account holder | $16,196 | $10,471+54.7% | $8,698+86.2% | $11,426+41.8% |