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 | $386,411 | $138,065+179.9% | $123,544+212.8% | $135,375+185.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.87% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $9,748 | $5,151+89.2% | $4,628+110.6% | $4,779+104.0% |
| Participant deferral / active EE | $8,022 | $6,799+18.0% | $6,426+24.8% | $5,609+43.0% |
| Admin fee / account holder | $13,892 | $10,916+27.3% | $9,284+49.6% | $10,827+28.3% |