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 | $263,026 | $129,942+102.4% | $104,294+152.2% | $134,475+95.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.69% | 42.03%-49.7pp | 24.61%-32.3pp | 417.96%-425.7pp |
| Employer contribution / active EE | $5,150 | $4,184+23.1% | $3,372+52.7% | $4,740+8.7% |
| Participant deferral / active EE | $10,511 | $5,588+88.1% | $4,625+127.3% | $6,400+64.2% |
| Admin fee / account holder | $17,382 | $9,323+86.4% | $7,339+136.8% | $11,426+52.1% |