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 9-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 | $297,778 | $97,757+204.6% | $83,848+255.1% | $135,375+120.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.98% | 1287.37%-1290.4pp | 850.88%-853.9pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,993 | $4,222-29.1% | $3,631-17.6% | $4,779-37.4% |
| Participant deferral / active EE | $11,972 | $4,682+155.7% | $4,082+193.3% | $5,609+113.5% |
| Admin fee / account holder | $93,813 | $6,674+1305.7% | $5,478+1612.5% | $10,827+766.5% |