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 | $336,922 | $97,757+244.7% | $83,848+301.8% | $135,375+148.9% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -5.55% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $7,224 | $4,222+71.1% | $3,631+99.0% | $4,779+51.2% |
| Participant deferral / active EE | $6,666 | $4,682+42.4% | $4,082+63.3% | $5,609+18.9% |
| Admin fee / account holder | $1,259 | $6,674-81.1% | $5,478-77.0% | $10,827-88.4% |