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 | $284,641 | $90,600+214.2% | $79,464+258.2% | $135,375+110.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.78% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $13,685 | $3,068+346.1% | $2,800+388.7% | $4,779+186.4% |
| Participant deferral / active EE | $13,685 | $4,050+237.9% | $3,704+269.5% | $5,609+144.0% |
| Admin fee / account holder | $6,236 | $5,907+5.6% | $5,113+22.0% | $10,827-42.4% |