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 | $356,223 | $90,600+293.2% | $79,464+348.3% | $135,375+163.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.06% | 977.43%-986.5pp | 718.14%-727.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $7,881 | $3,068+156.9% | $2,800+181.4% | $4,779+64.9% |
| Participant deferral / active EE | $3,340 | $4,050-17.5% | $3,704-9.8% | $5,609-40.4% |
| Admin fee / account holder | $422 | $5,907-92.9% | $5,113-91.7% | $10,827-96.1% |