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 | $328,329 | $95,971+242.1% | $74,550+340.4% | $135,375+142.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.65% | 56.96%-63.6pp | 32.53%-39.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $991 | $2,716-63.5% | $1,961-49.5% | $4,779-79.3% |
| Participant deferral / active EE | $1,568 | $3,843-59.2% | $3,108-49.6% | $5,609-72.0% |
| Admin fee / account holder | $17,579 | $6,522+169.5% | $5,060+247.4% | $10,827+62.4% |