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 | $295,199 | $76,000+288.4% | $154,107+91.6% | $64,186+359.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.01% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $9,004 | $3,351+168.7% | $5,298+70.0% | $2,381+278.2% |
| Participant deferral / active EE | $7,141 | $3,175+124.9% | $5,081+40.5% | $3,470+105.8% |
| Admin fee / account holder | $2,065 | $5,596-63.1% | $13,411-84.6% | $4,888-57.8% |