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 | $287,509 | $106,543+169.9% | $91,220+215.2% | $134,475+113.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.34% | 160.60%-177.9pp | 114.01%-131.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,565 | $3,331+7.0% | $2,850+25.1% | $4,740-24.8% |
| Participant deferral / active EE | $7,019 | $4,719+48.8% | $4,234+65.8% | $6,400+9.7% |
| Admin fee / account holder | $26,913 | $6,231+331.9% | $5,420+396.6% | $11,426+135.5% |