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 | $348,407 | $135,635+156.9% | $110,238+216.0% | $135,375+157.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.47% | 513.19%-518.7pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,746 | $4,906+17.1% | $3,826+50.2% | $4,779+20.2% |
| Participant deferral / active EE | $12,333 | $5,506+124.0% | $4,672+164.0% | $5,609+119.9% |
| Admin fee / account holder | $6,544 | $11,457-42.9% | $8,547-23.4% | $10,827-39.6% |