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 | $338,026 | $190,805+77.2% | $159,960+111.3% | $134,475+151.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.50% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,503 | $4,995-69.9% | $4,226-64.4% | $4,740-68.3% |
| Participant deferral / active EE | $3,370 | $6,923-51.3% | $6,182-45.5% | $6,400-47.3% |
| Admin fee / account holder | $30,302 | $10,471+189.4% | $8,698+248.4% | $11,426+165.2% |