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 | $253,352 | $133,958+89.1% | $112,228+125.7% | $134,475+88.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.72% | 47.11%-66.8pp | 27.45%-47.2pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,736 | $4,038+17.3% | $3,635+30.3% | $4,740-0.1% |
| Participant deferral / active EE | $9,620 | $5,291+81.8% | $4,728+103.5% | $6,400+50.3% |
| Admin fee / account holder | $3,999 | $7,489-46.6% | $6,410-37.6% | $11,426-65.0% |