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 | $343,571 | $138,065+148.8% | $123,544+178.1% | $135,375+153.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.20% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $12,542 | $5,151+143.5% | $4,628+171.0% | $4,779+162.4% |
| Participant deferral / active EE | $12,700 | $6,799+86.8% | $6,426+97.6% | $5,609+126.4% |
| Admin fee / account holder | $28,459 | $10,916+160.7% | $9,284+206.5% | $10,827+162.9% |