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 | $360,872 | $84,695+326.1% | $73,843+388.7% | $125,391+187.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.41% | 3123.53%-3123.9pp | 2267.84%-2268.3pp | 282.22%-282.6pp |
| Employer contribution / active EE | $22,026 | $3,123+605.2% | $2,787+690.2% | $4,866+352.7% |
| Participant deferral / active EE | $833 | $3,992-79.1% | $3,583-76.7% | $5,352-84.4% |
| Admin fee / account holder | $1,331 | $5,691-76.6% | $4,880-72.7% | $9,540-86.0% |