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 | $367,846 | $138,065+166.4% | $123,544+197.7% | $135,375+171.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.07% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $14,833 | $5,151+187.9% | $4,628+220.5% | $4,779+210.4% |
| Participant deferral / active EE | $8,583 | $6,799+26.2% | $6,426+33.6% | $5,609+53.0% |
| Admin fee / account holder | $1,437 | $10,916-86.8% | $9,284-84.5% | $10,827-86.7% |