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 | $294,245 | $93,024+216.3% | $77,024+282.0% | $134,475+118.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -3.47% | 62.60%-66.1pp | 42.32%-45.8pp | 417.96%-421.4pp |
| Employer contribution / active EE | $2,708 | $3,418-20.8% | $2,812-3.7% | $4,740-42.9% |
| Participant deferral / active EE | $9,956 | $5,238+90.1% | $4,426+124.9% | $6,400+55.6% |
| Admin fee / account holder | $1,087 | $6,944-84.3% | $5,425-80.0% | $11,426-90.5% |