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 | $260,910 | $160,055+63.0% | $140,016+86.3% | $135,375+92.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.57% | 911.38%-915.0pp | 651.12%-654.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $4,471 | $6,420-30.4% | $5,606-20.2% | $4,779-6.4% |
| Participant deferral / active EE | $7,216 | $7,642-5.6% | $6,927+4.2% | $5,609+28.7% |
| Admin fee / account holder | $4,135 | $13,328-69.0% | $10,705-61.4% | $10,827-61.8% |