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 | $340,315 | $138,065+146.5% | $123,544+175.5% | $135,375+151.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.80% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,692 | $5,151+10.5% | $4,628+23.0% | $4,779+19.1% |
| Participant deferral / active EE | $16,418 | $6,799+141.5% | $6,426+155.5% | $5,609+192.7% |
| Admin fee / account holder | $1,952 | $10,916-82.1% | $9,284-79.0% | $10,827-82.0% |