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 | $371,003 | $84,402+339.6% | $61,373+504.5% | $134,475+175.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.23% | 584.55%-602.8pp | 338.61%-356.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $10,200 | $1,544+560.4% | $1,159+779.8% | $4,740+115.2% |
| Participant deferral / active EE | $7,233 | $2,819+156.6% | $2,125+240.4% | $6,400+13.0% |
| Admin fee / account holder | $1,385 | $2,585-46.4% | $2,130-35.0% | $11,426-87.9% |