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 | $354,721 | $138,065+156.9% | $123,544+187.1% | $135,375+162.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.12% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,498 | $5,151-32.1% | $4,628-24.4% | $4,779-26.8% |
| Participant deferral / active EE | $7,562 | $6,799+11.2% | $6,426+17.7% | $5,609+34.8% |
| Admin fee / account holder | $180,247 | $10,916+1551.2% | $9,284+1841.5% | $10,827+1564.8% |