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 9-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 | $263,115 | $97,757+169.2% | $83,848+213.8% | $135,375+94.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.28% | 1287.37%-1293.6pp | 850.88%-857.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,178 | $4,222-24.7% | $3,631-12.5% | $4,779-33.5% |
| Participant deferral / active EE | $3,972 | $4,682-15.2% | $4,082-2.7% | $5,609-29.2% |
| Admin fee / account holder | $585 | $6,674-91.2% | $5,478-89.3% | $10,827-94.6% |