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 | $442,592 | $190,805+132.0% | $159,960+176.7% | $134,475+229.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.13% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,230 | $4,995-35.3% | $4,226-23.6% | $4,740-31.9% |
| Participant deferral / active EE | $17,968 | $6,923+159.5% | $6,182+190.6% | $6,400+180.8% |
| Admin fee / account holder | $4,724 | $10,471-54.9% | $8,698-45.7% | $11,426-58.7% |